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 | $88,833 | $92,222-3.7% | $76,768+15.7% | $135,375-34.4% |
| Participation rate | 81.0% | 79.8%+1.2pp | 77.0%+4.0pp | 82.6%-1.7pp |
| Annual return | -5.39% | 5.46%-10.8pp | 2.43%-7.8pp | 519.73%-525.1pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,863 | $4,509-58.7% | $3,852-51.6% | $5,609-66.8% |
| Admin fee / account holder | $15,804 | $10,748+47.0% | $6,675+136.8% | $10,827+46.0% |