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 | $67,381 | $167,307-59.7% | $143,757-53.1% | $134,475-49.9% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -14.98% | 0.46%-15.4pp | -0.04%-14.9pp | 417.96%-432.9pp |
| Employer contribution / active EE | $5,048 | $5,619-10.2% | $4,951+2.0% | $4,740+6.5% |
| Participant deferral / active EE | $3,578 | $6,446-44.5% | $5,637-36.5% | $6,400-44.1% |
| Admin fee / account holder | $76,937 | $18,088+325.3% | $14,673+424.4% | $11,426+573.4% |