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 | $79,856 | $167,307-52.3% | $143,757-44.5% | $134,475-40.6% |
| Participation rate | 73.3% | 84.8%-11.5pp | 80.3%-7.0pp | 81.2%-7.9pp |
| Annual return | -12.73% | 0.46%-13.2pp | -0.04%-12.7pp | 417.96%-430.7pp |
| Employer contribution / active EE | $3,257 | $5,619-42.0% | $4,951-34.2% | $4,740-31.3% |
| Participant deferral / active EE | $8,339 | $6,446+29.4% | $5,637+47.9% | $6,400+30.3% |
| Admin fee / account holder | $4,050 | $18,088-77.6% | $14,673-72.4% | $11,426-64.6% |