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 | $116,712 | $110,094+6.0% | $151,611-23.0% | $68,494+70.4% |
| Participation rate | 70.0% | 84.0%-14.0pp | 87.5%-17.5pp | 67.9%+2.1pp |
| Annual return | -16.66% | -10.12%-6.5pp | 3.33%-20.0pp | -7.84%-8.8pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,383 | $6,527-2.2% | $8,363-23.7% | $4,027+58.5% |
| Admin fee / account holder | $8,736 | $7,719+13.2% | $11,616-24.8% | $5,403+61.7% |