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 | $73,521 | $167,307-56.1% | $143,757-48.9% | $134,475-45.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -19.01% | 0.46%-19.5pp | -0.04%-19.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,624 | $5,619-71.1% | $4,951-67.2% | $4,740-65.7% |
| Participant deferral / active EE | $6,678 | $6,446+3.6% | $5,637+18.5% | $6,400+4.3% |
| Admin fee / account holder | $1,394 | $18,088-92.3% | $14,673-90.5% | $11,426-87.8% |