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 | $125,227 | $142,344-12.0% | $119,609+4.7% | $134,475-6.9% |
| Participation rate | 82.4% | 82.8%-0.5pp | 79.3%+3.1pp | 81.2%+1.1pp |
| Annual return | -16.70% | -12.44%-4.3pp | -14.97%-1.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $3,543 | $5,222-32.2% | $4,232-16.3% | $4,740-25.3% |
| Participant deferral / active EE | $8,619 | $6,469+33.2% | $5,602+53.9% | $6,400+34.7% |
| Admin fee / account holder | $5,268 | $13,584-61.2% | $10,323-49.0% | $11,426-53.9% |