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 | $87,165 | $142,344-38.8% | $119,609-27.1% | $134,475-35.2% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -14.24% | -12.44%-1.8pp | -14.97%+0.7pp | 417.96%-432.2pp |
| Employer contribution / active EE | $1,923 | $5,222-63.2% | $4,232-54.6% | $4,740-59.4% |
| Participant deferral / active EE | $5,281 | $6,469-18.4% | $5,602-5.7% | $6,400-17.5% |
| Admin fee / account holder | $1,346 | $13,584-90.1% | $10,323-87.0% | $11,426-88.2% |