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 | $63,573 | $167,307-62.0% | $143,757-55.8% | $134,475-52.7% |
| Participation rate | 76.9% | 84.8%-7.9pp | 80.3%-3.4pp | 81.2%-4.3pp |
| Annual return | -16.52% | 0.46%-17.0pp | -0.04%-16.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,811 | $5,619-67.8% | $4,951-63.4% | $4,740-61.8% |
| Participant deferral / active EE | $8,428 | $6,446+30.7% | $5,637+49.5% | $6,400+31.7% |
| Admin fee / account holder | $367 | $18,088-98.0% | $14,673-97.5% | $11,426-96.8% |