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 | $82,502 | $92,222-10.5% | $76,768+7.5% | $135,375-39.1% |
| Participation rate | 95.2% | 79.8%+15.5pp | 77.0%+18.3pp | 82.6%+12.6pp |
| Annual return | 0.50% | 5.46%-5.0pp | 2.43%-1.9pp | 519.73%-519.2pp |
| Employer contribution / active EE | $5,856 | $3,216+82.1% | $2,485+135.7% | $4,779+22.6% |
| Participant deferral / active EE | $4,415 | $4,509-2.1% | $3,852+14.6% | $5,609-21.3% |
| Admin fee / account holder | $5,546 | $10,748-48.4% | $6,675-16.9% | $10,827-48.8% |