See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,826 | $77,813-11.5% | $123,544-44.3% | $64,186+7.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.47% | 12.48%-19.9pp | 119.20%-126.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $2,937 | $3,014-2.6% | $4,628-36.5% | $2,381+23.4% |
| Participant deferral / active EE | $6,480 | $5,240+23.7% | $6,426+0.9% | $3,470+86.8% |
| Admin fee / account holder | $1,574 | $5,519-71.5% | $9,284-83.0% | $4,888-67.8% |