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 | $116,331 | $152,509-23.7% | $117,472-1.0% | $134,475-13.5% |
| Participation rate | 70.8% | 77.1%-6.3pp | 70.6%+0.2pp | 81.2%-10.4pp |
| Annual return | -9.27% | 52.99%-62.3pp | 29.74%-39.0pp | 417.96%-427.2pp |
| Employer contribution / active EE | $2,057 | $5,571-63.1% | $4,176-50.7% | $4,740-56.6% |
| Participant deferral / active EE | $4,203 | $4,818-12.8% | $4,070+3.3% | $6,400-34.3% |
| Admin fee / account holder | $12,794 | $7,004+82.7% | $5,645+126.7% | $11,426+12.0% |