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 | $70,917 | $82,664-14.2% | $125,339-43.4% | $68,494+3.5% |
| Participation rate | 87.7% | 75.0%+12.7pp | 82.4%+5.3pp | 67.9%+19.8pp |
| Annual return | -15.59% | -5.97%-9.6pp | 572.05%-587.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $2,536 | $3,381-25.0% | $4,814-47.3% | $2,596-2.3% |
| Participant deferral / active EE | $7,449 | $6,110+21.9% | $7,4460% | $4,027+85.0% |
| Admin fee / account holder | $18,167 | $6,275+189.5% | $10,010+81.5% | $5,403+236.3% |