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 | $75,278 | $94,529-20.4% | $140,016-46.2% | $64,186+17.3% |
| Participation rate | 81.8% | 84.1%-2.3pp | 87.5%-5.7pp | 69.6%+12.2pp |
| Annual return | -6.79% | 7.77%-14.6pp | 651.12%-657.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $3,663 | $3,812-3.9% | $5,606-34.7% | $2,381+53.9% |
| Participant deferral / active EE | $6,031 | $5,250+14.9% | $6,927-12.9% | $3,470+73.8% |
| Admin fee / account holder | $1,091 | $6,741-83.8% | $10,705-89.8% | $4,888-77.7% |