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 | $89,501 | $142,344-37.1% | $119,609-25.2% | $134,475-33.4% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -18.46% | -12.44%-6.0pp | -14.97%-3.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $4,009 | $5,222-23.2% | $4,232-5.3% | $4,740-15.4% |
| Participant deferral / active EE | $17,744 | $6,469+174.3% | $5,602+216.7% | $6,400+177.3% |
| Admin fee / account holder | $12,563 | $13,584-7.5% | $10,323+21.7% | $11,426+9.9% |