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 | $24,502 | $167,307-85.4% | $143,757-83.0% | $134,475-81.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -14.55% | 0.46%-15.0pp | -0.04%-14.5pp | 417.96%-432.5pp |
| Employer contribution / active EE | $1,933 | $5,619-65.6% | $4,951-61.0% | $4,740-59.2% |
| Participant deferral / active EE | $6,789 | $6,446+5.3% | $5,637+20.4% | $6,400+6.1% |
| Admin fee / account holder | $175,403 | $18,088+869.7% | $14,673+1095.4% | $11,426+1435.1% |