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 | $68,521 | $167,307-59.0% | $143,757-52.3% | $134,475-49.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -19.28% | 0.46%-19.7pp | -0.04%-19.2pp | 417.96%-437.2pp |
| Employer contribution / active EE | $6,152 | $5,619+9.5% | $4,951+24.3% | $4,740+29.8% |
| Participant deferral / active EE | $6,646 | $6,446+3.1% | $5,637+17.9% | $6,400+3.8% |
| Admin fee / account holder | $901 | $18,088-95.0% | $14,673-93.9% | $11,426-92.1% |