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 | $86,654 | $95,862-9.6% | $79,550+8.9% | $134,475-35.6% |
| Participation rate | 76.2% | 75.0%+1.2pp | 69.5%+6.7pp | 81.2%-5.0pp |
| Annual return | -13.23% | -2.69%-10.5pp | 0.16%-13.4pp | 417.96%-431.2pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,023 | $4,693+7.0% | $3,985+26.1% | $6,400-21.5% |
| Admin fee / account holder | $2,291 | $9,126-74.9% | $6,832-66.5% | $11,426-80.0% |