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 | $29,411 | $82,664-64.4% | $125,339-76.5% | $68,494-57.1% |
| Participation rate | 83.3% | 75.0%+8.3pp | 82.4%+1.0pp | 67.9%+15.4pp |
| Annual return | -15.76% | -5.97%-9.8pp | 572.05%-587.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,659 | $3,381-50.9% | $4,814-65.5% | $2,596-36.1% |
| Participant deferral / active EE | $7,337 | $6,110+20.1% | $7,446-1.5% | $4,027+82.2% |
| Admin fee / account holder | $7,123 | $6,275+13.5% | $10,010-28.8% | $5,403+31.8% |