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 | $95,780 | $76,000+26.0% | $154,107-37.8% | $64,186+49.2% |
| Participation rate | 90.2% | 70.4%+19.8pp | 83.0%+7.2pp | 69.6%+20.7pp |
| Annual return | -5.61% | 30.32%-35.9pp | 735.12%-740.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,519 | $3,351-24.8% | $5,298-52.5% | $2,381+5.8% |
| Participant deferral / active EE | $5,423 | $3,175+70.8% | $5,081+6.7% | $3,470+56.3% |
| Admin fee / account holder | $2,143 | $5,596-61.7% | $13,411-84.0% | $4,888-56.2% |