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 | $54,207 | $167,307-67.6% | $143,757-62.3% | $134,475-59.7% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -11.06% | 0.46%-11.5pp | -0.04%-11.0pp | 417.96%-429.0pp |
| Employer contribution / active EE | $3,174 | $5,619-43.5% | $4,951-35.9% | $4,740-33.0% |
| Participant deferral / active EE | $4,505 | $6,446-30.1% | $5,637-20.1% | $6,400-29.6% |
| Admin fee / account holder | $3,874 | $18,088-78.6% | $14,673-73.6% | $11,426-66.1% |