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 5-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 | $92,616 | $81,900+13.1% | $119,609-22.6% | $68,494+35.2% |
| Participation rate | 70.7% | 71.9%-1.2pp | 79.3%-8.5pp | 67.9%+2.8pp |
| Annual return | -14.67% | -23.82%+9.1pp | -14.97%+0.3pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,390 | $2,693-48.4% | $4,232-67.2% | $2,596-46.5% |
| Participant deferral / active EE | $5,655 | $4,148+36.3% | $5,602+0.9% | $4,027+40.4% |
| Admin fee / account holder | $11,768 | $6,582+78.8% | $10,323+14.0% | $5,403+117.8% |