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 | $63,278 | $77,813-18.7% | $123,544-48.8% | $64,186-1.4% |
| Participation rate | 79.5% | 74.7%+4.8pp | 82.3%-2.8pp | 69.6%+9.9pp |
| Annual return | -0.93% | 12.48%-13.4pp | 119.20%-120.1pp | 7.63%-8.6pp |
| Employer contribution / active EE | $2,688 | $3,014-10.8% | $4,628-41.9% | $2,381+12.9% |
| Participant deferral / active EE | $5,251 | $5,240+0.2% | $6,426-18.3% | $3,470+51.4% |
| Admin fee / account holder | $3,916 | $5,519-29.0% | $9,284-57.8% | $4,888-19.9% |