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 | $73,984 | $73,867+0.2% | $143,757-48.5% | $68,494+8.0% |
| Participation rate | 79.5% | 66.7%+12.8pp | 80.3%-0.8pp | 67.9%+11.6pp |
| Annual return | -15.09% | 1.01%-16.1pp | -0.04%-15.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $4,262 | $3,184+33.9% | $4,951-13.9% | $2,596+64.2% |
| Participant deferral / active EE | $2,295 | $3,384-32.2% | $5,637-59.3% | $4,027-43.0% |
| Admin fee / account holder | $732 | $5,755-87.3% | $14,673-95.0% | $5,403-86.4% |