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 6-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 | $29,339 | $142,344-79.4% | $119,609-75.5% | $134,475-78.2% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -19.55% | -12.44%-7.1pp | -14.97%-4.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $3,013 | $5,222-42.3% | $4,232-28.8% | $4,740-36.4% |
| Participant deferral / active EE | $6,342 | $6,469-2.0% | $5,602+13.2% | $6,400-0.9% |
| Admin fee / account holder | $3,025 | $13,584-77.7% | $10,323-70.7% | $11,426-73.5% |