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 | $42,603 | $167,307-74.5% | $143,757-70.4% | $134,475-68.3% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -13.69% | 0.46%-14.2pp | -0.04%-13.7pp | 417.96%-431.7pp |
| Employer contribution / active EE | $3,588 | $5,619-36.1% | $4,951-27.5% | $4,740-24.3% |
| Participant deferral / active EE | $8,975 | $6,446+39.2% | $5,637+59.2% | $6,400+40.2% |
| Admin fee / account holder | $6,929 | $18,088-61.7% | $14,673-52.8% | $11,426-39.4% |