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 | $103,897 | $142,344-27.0% | $119,609-13.1% | $134,475-22.7% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -14.78% | -12.44%-2.3pp | -14.97%+0.2pp | 417.96%-432.7pp |
| Employer contribution / active EE | $2,188 | $5,222-58.1% | $4,232-48.3% | $4,740-53.8% |
| Participant deferral / active EE | $8,493 | $6,469+31.3% | $5,602+51.6% | $6,400+32.7% |
| Admin fee / account holder | $558 | $13,584-95.9% | $10,323-94.6% | $11,426-95.1% |