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 | $79,581 | $113,935-30.2% | $94,224-15.5% | $125,391-36.5% |
| Participation rate | 71.4% | 82.9%-11.5pp | 78.8%-7.3pp | 83.2%-11.8pp |
| Annual return | -2.29% | 5.29%-7.6pp | 10.68%-13.0pp | 282.22%-284.5pp |
| Employer contribution / active EE | $1,378 | $4,727-70.9% | $3,587-61.6% | $4,866-71.7% |
| Participant deferral / active EE | $4,689 | $5,179-9.5% | $4,320+8.5% | $5,352-12.4% |
| Admin fee / account holder | $1,024 | $8,391-87.8% | $6,269-83.7% | $9,540-89.3% |