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 | $86,446 | $82,664+4.6% | $125,339-31.0% | $68,494+26.2% |
| Participation rate | 78.7% | 75.0%+3.6pp | 82.4%-3.7pp | 67.9%+10.8pp |
| Annual return | -10.05% | -5.97%-4.1pp | 572.05%-582.1pp | -7.84%-2.2pp |
| Employer contribution / active EE | $2,601 | $3,381-23.1% | $4,814-46.0% | $2,596+0.2% |
| Participant deferral / active EE | $6,981 | $6,110+14.2% | $7,446-6.2% | $4,027+73.3% |
| Admin fee / account holder | $4,912 | $6,275-21.7% | $10,010-50.9% | $5,403-9.1% |