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 | $79,764 | $142,344-44.0% | $119,609-33.3% | $134,475-40.7% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -16.67% | -12.44%-4.2pp | -14.97%-1.7pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,282 | $5,222-56.3% | $4,232-46.1% | $4,740-51.8% |
| Participant deferral / active EE | $5,088 | $6,469-21.3% | $5,602-9.2% | $6,400-20.5% |
| Admin fee / account holder | $28,215 | $13,584+107.7% | $10,323+173.3% | $11,426+146.9% |