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 | $56,410 | $76,000-25.8% | $154,107-63.4% | $64,186-12.1% |
| Participation rate | 75.0% | 70.4%+4.6pp | 83.0%-8.0pp | 69.6%+5.4pp |
| Annual return | -5.13% | 30.32%-35.4pp | 735.12%-740.2pp | 7.63%-12.8pp |
| Employer contribution / active EE | $3,374 | $3,351+0.7% | $5,298-36.3% | $2,381+41.7% |
| Participant deferral / active EE | $4,502 | $3,175+41.8% | $5,081-11.4% | $3,470+29.7% |
| Admin fee / account holder | $3,894 | $5,596-30.4% | $13,411-71.0% | $4,888-20.3% |