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 | $81,941 | $95,862-14.5% | $79,550+3.0% | $134,475-39.1% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | -17.88% | -2.69%-15.2pp | 0.16%-18.0pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,223 | $3,128-28.9% | $2,413-7.9% | $4,740-53.1% |
| Participant deferral / active EE | $5,305 | $4,693+13.1% | $3,985+33.1% | $6,400-17.1% |
| Admin fee / account holder | $1,606 | $9,126-82.4% | $6,832-76.5% | $11,426-85.9% |