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 | $89,094 | $97,044-8.2% | $83,333+6.9% | $135,375-34.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.09% | 12.31%-15.4pp | 10.63%-13.7pp | 519.73%-522.8pp |
| Employer contribution / active EE | $2,538 | $4,143-38.7% | $3,379-24.9% | $4,779-46.9% |
| Participant deferral / active EE | $6,220 | $5,964+4.3% | $5,565+11.8% | $5,609+10.9% |
| Admin fee / account holder | $8,920 | $8,380+6.4% | $7,510+18.8% | $10,827-17.6% |