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 | $32,636 | $142,344-77.1% | $119,609-72.7% | $134,475-75.7% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -8.91% | -12.44%+3.5pp | -14.97%+6.1pp | 417.96%-426.9pp |
| Employer contribution / active EE | $2,731 | $5,222-47.7% | $4,232-35.5% | $4,740-42.4% |
| Participant deferral / active EE | $4,074 | $6,469-37.0% | $5,602-27.3% | $6,400-36.3% |
| Admin fee / account holder | $53,537 | $13,584+294.1% | $10,323+418.6% | $11,426+368.6% |