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 | $85,903 | $167,307-48.7% | $143,757-40.2% | $134,475-36.1% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -17.26% | 0.46%-17.7pp | -0.04%-17.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $4,852 | $5,619-13.7% | $4,951-2.0% | $4,740+2.4% |
| Participant deferral / active EE | $4,159 | $6,446-35.5% | $5,637-26.2% | $6,400-35.0% |
| Admin fee / account holder | $16,703 | $18,088-7.7% | $14,673+13.8% | $11,426+46.2% |