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 | $85,325 | $167,307-49.0% | $143,757-40.6% | $134,475-36.5% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -16.14% | 0.46%-16.6pp | -0.04%-16.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,614 | $5,619-71.3% | $4,951-67.4% | $4,740-66.0% |
| Participant deferral / active EE | $3,942 | $6,446-38.8% | $5,637-30.1% | $6,400-38.4% |
| Admin fee / account holder | $4,350 | $18,088-76.0% | $14,673-70.4% | $11,426-61.9% |