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 | $71,904 | $127,100-43.4% | $105,738-32.0% | $135,375-46.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 76.3%-1.3pp | 82.6%-7.6pp |
| Annual return | -5.66% | 4.49%-10.2pp | 6.27%-11.9pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,064 | $4,107-74.1% | $3,268-67.4% | $4,779-77.7% |
| Participant deferral / active EE | $4,423 | $5,064-12.7% | $4,080+8.4% | $5,609-21.1% |
| Admin fee / account holder | $18,157 | $9,087+99.8% | $6,913+162.7% | $10,827+67.7% |