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 | $89,535 | $167,307-46.5% | $143,757-37.7% | $134,475-33.4% |
| Participation rate | 73.3% | 84.8%-11.5pp | 80.3%-7.0pp | 81.2%-7.9pp |
| Annual return | -15.83% | 0.46%-16.3pp | -0.04%-15.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,520 | $5,619-55.2% | $4,951-49.1% | $4,740-46.8% |
| Participant deferral / active EE | $6,607 | $6,446+2.5% | $5,637+17.2% | $6,400+3.2% |
| Admin fee / account holder | $9,826 | $18,088-45.7% | $14,673-33.0% | $11,426-14.0% |