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 | $84,154 | $81,900+2.8% | $119,609-29.6% | $68,494+22.9% |
| Participation rate | 94.7% | 71.9%+22.8pp | 79.3%+15.5pp | 67.9%+26.8pp |
| Annual return | -11.95% | -23.82%+11.9pp | -14.97%+3.0pp | -7.84%-4.1pp |
| Employer contribution / active EE | $1,914 | $2,693-28.9% | $4,232-54.8% | $2,596-26.3% |
| Participant deferral / active EE | $6,719 | $4,148+62.0% | $5,602+19.9% | $4,027+66.8% |
| Admin fee / account holder | $6,685 | $6,582+1.6% | $10,323-35.2% | $5,403+23.7% |