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 | $116,100 | $129,942-10.7% | $104,294+11.3% | $134,475-13.7% |
| Participation rate | 70.0% | 79.5%-9.5pp | 73.3%-3.3pp | 81.2%-11.2pp |
| Annual return | -13.64% | 42.03%-55.7pp | 24.61%-38.2pp | 417.96%-431.6pp |
| Employer contribution / active EE | $2,328 | $4,184-44.4% | $3,372-31.0% | $4,740-50.9% |
| Participant deferral / active EE | $6,102 | $5,588+9.2% | $4,625+31.9% | $6,400-4.7% |
| Admin fee / account holder | $2,462 | $9,323-73.6% | $7,339-66.5% | $11,426-78.5% |