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 | $102,751 | $167,307-38.6% | $143,757-28.5% | $134,475-23.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -6.78% | 0.46%-7.2pp | -0.04%-6.7pp | 417.96%-424.7pp |
| Employer contribution / active EE | $1,151 | $5,619-79.5% | $4,951-76.8% | $4,740-75.7% |
| Participant deferral / active EE | $7,695 | $6,446+19.4% | $5,637+36.5% | $6,400+20.2% |
| Admin fee / account holder | $1,010 | $18,088-94.4% | $14,673-93.1% | $11,426-91.2% |