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 | $28,727 | $105,860-72.9% | $90,749-68.3% | $134,475-78.6% |
| Participation rate | 77.8% | 78.2%-0.5pp | 75.7%+2.1pp | 81.2%-3.4pp |
| Annual return | -16.15% | -11.01%-5.1pp | -12.16%-4.0pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,461 | $3,462-57.8% | $2,921-50.0% | $4,740-69.2% |
| Participant deferral / active EE | $3,677 | $5,216-29.5% | $4,564-19.4% | $6,400-42.5% |
| Admin fee / account holder | $1,966 | $13,938-85.9% | $8,445-76.7% | $11,426-82.8% |