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 | $135,969 | $142,344-4.5% | $119,609+13.7% | $134,475+1.1% |
| Participation rate | 77.8% | 82.8%-5.0pp | 79.3%-1.5pp | 81.2%-3.4pp |
| Annual return | -16.37% | -12.44%-3.9pp | -14.97%-1.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $3,667 | $5,222-29.8% | $4,232-13.3% | $4,740-22.6% |
| Participant deferral / active EE | $10,463 | $6,469+61.7% | $5,602+86.8% | $6,400+63.5% |
| Admin fee / account holder | $684 | $13,584-95.0% | $10,323-93.4% | $11,426-94.0% |