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 8-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 | $79,290 | $94,529-16.1% | $140,016-43.4% | $64,186+23.5% |
| Participation rate | 75.8% | 84.1%-8.3pp | 87.5%-11.7pp | 69.6%+6.2pp |
| Annual return | -5.19% | 7.77%-13.0pp | 651.12%-656.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,381 | $3,812-63.8% | $5,606-75.4% | $2,381-42.0% |
| Participant deferral / active EE | $4,962 | $5,250-5.5% | $6,927-28.4% | $3,470+43.0% |
| Admin fee / account holder | $4,727 | $6,741-29.9% | $10,705-55.8% | $4,888-3.3% |