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 | $82,896 | $57,354+44.5% | $83,848-1.1% | $64,186+29.1% |
| Participation rate | 92.6% | 68.6%+24.0pp | 76.1%+16.4pp | 69.6%+23.0pp |
| Annual return | -5.11% | 11.38%-16.5pp | 850.88%-856.0pp | 7.63%-12.7pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,142 | $2,993+105.2% | $4,082+50.5% | $3,470+77.0% |
| Admin fee / account holder | $29,529 | $4,046+629.9% | $5,478+439.0% | $4,888+504.1% |