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 | $79,084 | $77,813+1.6% | $123,544-36.0% | $64,186+23.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.92% | 12.48%-18.4pp | 119.20%-125.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $2,827 | $3,014-6.2% | $4,628-38.9% | $2,381+18.7% |
| Participant deferral / active EE | $8,201 | $5,240+56.5% | $6,426+27.6% | $3,470+136.4% |
| Admin fee / account holder | $9,965 | $5,519+80.6% | $9,284+7.3% | $4,888+103.9% |