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 | $51,583 | $94,529-45.4% | $140,016-63.2% | $64,186-19.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -6.33% | 7.77%-14.1pp | 651.12%-657.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,779 | $3,812-53.3% | $5,606-68.3% | $2,381-25.3% |
| Participant deferral / active EE | $3,024 | $5,250-42.4% | $6,927-56.3% | $3,470-12.8% |
| Admin fee / account holder | $1,863 | $6,741-72.4% | $10,705-82.6% | $4,888-61.9% |