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 | $119,613 | $95,862+24.8% | $79,550+50.4% | $134,475-11.1% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -9.76% | -2.69%-7.1pp | 0.16%-9.9pp | 417.96%-427.7pp |
| Employer contribution / active EE | $3,265 | $3,128+4.4% | $2,413+35.3% | $4,740-31.1% |
| Participant deferral / active EE | $4,963 | $4,693+5.8% | $3,985+24.5% | $6,400-22.4% |
| Admin fee / account holder | $840 | $9,126-90.8% | $6,832-87.7% | $11,426-92.6% |