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 | $157,455 | $167,307-5.9% | $143,757+9.5% | $134,475+17.1% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -11.65% | 0.46%-12.1pp | -0.04%-11.6pp | 417.96%-429.6pp |
| Employer contribution / active EE | $2,356 | $5,619-58.1% | $4,951-52.4% | $4,740-50.3% |
| Participant deferral / active EE | $5,261 | $6,446-18.4% | $5,637-6.7% | $6,400-17.8% |
| Admin fee / account holder | $5,702 | $18,088-68.5% | $14,673-61.1% | $11,426-50.1% |