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 | $102,805 | $167,484-38.6% | $151,611-32.2% | $134,475-23.6% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -13.39% | 7.80%-21.2pp | 3.33%-16.7pp | 417.96%-431.4pp |
| Employer contribution / active EE | $1,889 | $6,829-72.3% | $6,166-69.4% | $4,740-60.1% |
| Participant deferral / active EE | $4,467 | $8,986-50.3% | $8,363-46.6% | $6,400-30.2% |
| Admin fee / account holder | $24,241 | $13,783+75.9% | $11,616+108.7% | $11,426+112.2% |