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 | $85,873 | $95,862-10.4% | $79,550+7.9% | $134,475-36.1% |
| Participation rate | 76.9% | 75.0%+1.9pp | 69.5%+7.4pp | 81.2%-4.3pp |
| Annual return | -17.15% | -2.69%-14.5pp | 0.16%-17.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,555 | $3,128-50.3% | $2,413-35.5% | $4,740-67.2% |
| Participant deferral / active EE | $5,226 | $4,693+11.4% | $3,985+31.1% | $6,400-18.3% |
| Admin fee / account holder | $1,631 | $9,126-82.1% | $6,832-76.1% | $11,426-85.7% |