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 | $115,366 | $167,307-31.0% | $143,757-19.7% | $134,475-14.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -15.63% | 0.46%-16.1pp | -0.04%-15.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $2,638 | $5,619-53.1% | $4,951-46.7% | $4,740-44.3% |
| Participant deferral / active EE | $5,607 | $6,446-13.0% | $5,637-0.5% | $6,400-12.4% |
| Admin fee / account holder | $1,525 | $18,088-91.6% | $14,673-89.6% | $11,426-86.7% |