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 | $44,222 | $57,354-22.9% | $83,848-47.3% | $64,186-31.1% |
| Participation rate | 80.0% | 68.6%+11.4pp | 76.1%+3.9pp | 69.6%+10.4pp |
| Annual return | -5.00% | 11.38%-16.4pp | 850.88%-855.9pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,333 | $2,545-8.3% | $3,631-35.7% | $2,381-2.0% |
| Participant deferral / active EE | $3,985 | $2,993+33.1% | $4,082-2.4% | $3,470+14.9% |
| Admin fee / account holder | $455 | $4,046-88.7% | $5,478-91.7% | $4,888-90.7% |