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 | $69,544 | $167,307-58.4% | $143,757-51.6% | $134,475-48.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -17.98% | 0.46%-18.4pp | -0.04%-17.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $8,205 | $5,619+46.0% | $4,951+65.7% | $4,740+73.1% |
| Participant deferral / active EE | $5,433 | $6,446-15.7% | $5,637-3.6% | $6,400-15.1% |
| Admin fee / account holder | $11,891 | $18,088-34.3% | $14,673-19.0% | $11,426+4.1% |