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 | $65,784 | $167,484-60.7% | $151,611-56.6% | $134,475-51.1% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -16.20% | 7.80%-24.0pp | 3.33%-19.5pp | 417.96%-434.2pp |
| Employer contribution / active EE | $4,943 | $6,829-27.6% | $6,166-19.8% | $4,740+4.3% |
| Participant deferral / active EE | $6,176 | $8,986-31.3% | $8,363-26.2% | $6,400-3.5% |
| Admin fee / account holder | $1,347 | $13,783-90.2% | $11,616-88.4% | $11,426-88.2% |