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 | $83,080 | $92,222-9.9% | $76,768+8.2% | $135,375-38.6% |
| Participation rate | 78.3% | 79.8%-1.5pp | 77.0%+1.3pp | 82.6%-4.4pp |
| Annual return | -7.46% | 5.46%-12.9pp | 2.43%-9.9pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,353 | $3,216-57.9% | $2,485-45.6% | $4,779-71.7% |
| Participant deferral / active EE | $5,116 | $4,509+13.5% | $3,852+32.8% | $5,609-8.8% |
| Admin fee / account holder | $2,070 | $10,748-80.7% | $6,675-69.0% | $10,827-80.9% |