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 | $72,429 | $73,867-1.9% | $143,757-49.6% | $68,494+5.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -9.55% | 1.01%-10.6pp | -0.04%-9.5pp | -7.84%-1.7pp |
| Employer contribution / active EE | $6,852 | $3,184+115.2% | $4,951+38.4% | $2,596+163.9% |
| Participant deferral / active EE | $4,581 | $3,384+35.3% | $5,637-18.7% | $4,027+13.7% |
| Admin fee / account holder | $1,292 | $5,755-77.5% | $14,673-91.2% | $5,403-76.1% |