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 5-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 | $81,445 | $82,664-1.5% | $125,339-35.0% | $68,494+18.9% |
| Participation rate | 78.9% | 75.0%+3.9pp | 82.4%-3.4pp | 67.9%+11.1pp |
| Annual return | -15.56% | -5.97%-9.6pp | 572.05%-587.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $3,036 | $3,381-10.2% | $4,814-36.9% | $2,596+16.9% |
| Participant deferral / active EE | $4,545 | $6,110-25.6% | $7,446-39.0% | $4,027+12.9% |
| Admin fee / account holder | $7,352 | $6,275+17.2% | $10,010-26.6% | $5,403+36.1% |