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 | $93,276 | $94,529-1.3% | $140,016-33.4% | $64,186+45.3% |
| Participation rate | 90.0% | 84.1%+5.9pp | 87.5%+2.5pp | 69.6%+20.4pp |
| Annual return | -4.38% | 7.77%-12.1pp | 651.12%-655.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,517 | $3,812-60.2% | $5,606-72.9% | $2,381-36.3% |
| Participant deferral / active EE | $5,729 | $5,250+9.1% | $6,927-17.3% | $3,470+65.1% |
| Admin fee / account holder | $2,384 | $6,741-64.6% | $10,705-77.7% | $4,888-51.2% |