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 | $69,279 | $95,862-27.7% | $79,550-12.9% | $134,475-48.5% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -14.49% | -2.69%-11.8pp | 0.16%-14.7pp | 417.96%-432.5pp |
| Employer contribution / active EE | $3,671 | $3,128+17.4% | $2,413+52.1% | $4,740-22.6% |
| Participant deferral / active EE | $4,301 | $4,693-8.3% | $3,985+7.9% | $6,400-32.8% |
| Admin fee / account holder | $824 | $9,126-91.0% | $6,832-87.9% | $11,426-92.8% |