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 | $75,178 | $142,344-47.2% | $119,609-37.1% | $134,475-44.1% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -11.85% | -12.44%+0.6pp | -14.97%+3.1pp | 417.96%-429.8pp |
| Employer contribution / active EE | $1,905 | $5,222-63.5% | $4,232-55.0% | $4,740-59.8% |
| Participant deferral / active EE | $4,029 | $6,469-37.7% | $5,602-28.1% | $6,400-37.0% |
| Admin fee / account holder | $13,049 | $13,584-3.9% | $10,323+26.4% | $11,426+14.2% |