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 | $94,193 | $97,044-2.9% | $83,333+13.0% | $135,375-30.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.21% | 12.31%-19.5pp | 10.63%-17.8pp | 519.73%-526.9pp |
| Employer contribution / active EE | $2,244 | $4,143-45.8% | $3,379-33.6% | $4,779-53.0% |
| Participant deferral / active EE | $2,491 | $5,964-58.2% | $5,565-55.2% | $5,609-55.6% |
| Admin fee / account holder | $2,506 | $8,380-70.1% | $7,510-66.6% | $10,827-76.9% |