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 | $66,736 | $142,344-53.1% | $119,609-44.2% | $134,475-50.4% |
| Participation rate | 92.3% | 82.8%+9.5pp | 79.3%+13.0pp | 81.2%+11.1pp |
| Annual return | -17.52% | -12.44%-5.1pp | -14.97%-2.6pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,925 | $5,222-63.1% | $4,232-54.5% | $4,740-59.4% |
| Participant deferral / active EE | $8,649 | $6,469+33.7% | $5,602+54.4% | $6,400+35.1% |
| Admin fee / account holder | $16,411 | $13,584+20.8% | $10,323+59.0% | $11,426+43.6% |