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 | $92,092 | $75,828+21.4% | $147,614-37.6% | $59,632+54.4% |
| Participation rate | 81.7% | 71.6%+10.1pp | 84.6%-2.9pp | 68.7%+13.0pp |
| Annual return | -2.03% | 0.37%-2.4pp | 61.98%-64.0pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $2,899 | $3,485-16.8% | $5,564-47.9% | $2,203+31.6% |
| Participant deferral / active EE | $4,352 | $3,130+39.0% | $4,895-11.1% | $3,192+36.4% |
| Admin fee / account holder | $1,819 | $5,985-69.6% | $11,611-84.3% | $4,297-57.7% |