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 3-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 | $23,795 | $166,020-85.7% | $164,866-85.6% | $145,959-83.7% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 27.42% | 100.08%-72.7pp | 69.97%-42.6pp | 561.95%-534.5pp |
| Employer contribution / active EE | $6,022 | $5,275+14.2% | $4,343+38.7% | $4,661+29.2% |
| Participant deferral / active EE | $7,046 | $6,961+1.2% | $6,033+16.8% | $6,689+5.3% |
| Admin fee / account holder | $6,680 | $16,644-59.9% | $12,689-47.4% | $13,398-50.1% |