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 | $77,311 | $167,307-53.8% | $143,757-46.2% | $134,475-42.5% |
| Participation rate | 93.8% | 84.8%+8.9pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -16.71% | 0.46%-17.2pp | -0.04%-16.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $2,044 | $5,619-63.6% | $4,951-58.7% | $4,740-56.9% |
| Participant deferral / active EE | $3,279 | $6,446-49.1% | $5,637-41.8% | $6,400-48.8% |
| Admin fee / account holder | $1,428 | $18,088-92.1% | $14,673-90.3% | $11,426-87.5% |