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 5-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 | $80,195 | $82,664-3.0% | $125,339-36.0% | $68,494+17.1% |
| Participation rate | 75.0% | 75.0%0pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -12.74% | -5.97%-6.8pp | 572.05%-584.8pp | -7.84%-4.9pp |
| Employer contribution / active EE | $2,577 | $3,381-23.8% | $4,814-46.5% | $2,596-0.8% |
| Participant deferral / active EE | $5,613 | $6,110-8.1% | $7,446-24.6% | $4,027+39.4% |
| Admin fee / account holder | $2,675 | $6,275-57.4% | $10,010-73.3% | $5,403-50.5% |