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 | $30,977 | $167,307-81.5% | $143,757-78.5% | $134,475-77.0% |
| Participation rate | 84.2% | 84.8%-0.6pp | 80.3%+3.9pp | 81.2%+3.0pp |
| Annual return | -15.25% | 0.46%-15.7pp | -0.04%-15.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,564 | $5,619-54.4% | $4,951-48.2% | $4,740-45.9% |
| Participant deferral / active EE | $9,244 | $6,446+43.4% | $5,637+64.0% | $6,400+44.5% |
| Admin fee / account holder | $15,683 | $18,088-13.3% | $14,673+6.9% | $11,426+37.3% |