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 | $72,348 | $87,540-17.4% | $75,781-4.5% | $125,391-42.3% |
| Participation rate | 80.0% | 80.2%-0.2pp | 75.8%+4.2pp | 83.2%-3.2pp |
| Annual return | -0.88% | 13.48%-14.4pp | 9.68%-10.6pp | 282.22%-283.1pp |
| Employer contribution / active EE | $1,998 | $3,930-49.2% | $3,323-39.9% | $4,866-58.9% |
| Participant deferral / active EE | $5,282 | $4,229+24.9% | $3,651+44.7% | $5,352-1.3% |
| Admin fee / account holder | $372 | $6,502-94.3% | $5,299-93.0% | $9,540-96.1% |