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 | $29,164 | $167,307-82.6% | $143,757-79.7% | $134,475-78.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -16.51% | 0.46%-17.0pp | -0.04%-16.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,166 | $5,619-61.5% | $4,951-56.3% | $4,740-54.3% |
| Participant deferral / active EE | $2,536 | $6,446-60.7% | $5,637-55.0% | $6,400-60.4% |
| Admin fee / account holder | $5,614 | $18,088-69.0% | $14,673-61.7% | $11,426-50.9% |