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 | $80,804 | $87,540-7.7% | $75,781+6.6% | $125,391-35.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.28% | 13.48%-13.8pp | 9.68%-10.0pp | 282.22%-282.5pp |
| Employer contribution / active EE | $2,496 | $3,930-36.5% | $3,323-24.9% | $4,866-48.7% |
| Participant deferral / active EE | $9,024 | $4,229+113.4% | $3,651+147.1% | $5,352+68.6% |
| Admin fee / account holder | $4,205 | $6,502-35.3% | $5,299-20.7% | $9,540-55.9% |