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 | $62,947 | $167,307-62.4% | $143,757-56.2% | $134,475-53.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -15.07% | 0.46%-15.5pp | -0.04%-15.0pp | 417.96%-433.0pp |
| Employer contribution / active EE | $2,530 | $5,619-55.0% | $4,951-48.9% | $4,740-46.6% |
| Participant deferral / active EE | $8,610 | $6,446+33.6% | $5,637+52.7% | $6,400+34.5% |
| Admin fee / account holder | $16,945 | $18,088-6.3% | $14,673+15.5% | $11,426+48.3% |