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 | $82,518 | $127,100-35.1% | $105,738-22.0% | $135,375-39.0% |
| Participation rate | 81.0% | 82.7%-1.7pp | 76.3%+4.6pp | 82.6%-1.7pp |
| Annual return | -6.18% | 4.49%-10.7pp | 6.27%-12.5pp | 519.73%-525.9pp |
| Employer contribution / active EE | $3,801 | $4,107-7.4% | $3,268+16.3% | $4,779-20.5% |
| Participant deferral / active EE | $3,801 | $5,064-24.9% | $4,080-6.8% | $5,609-32.2% |
| Admin fee / account holder | $9,963 | $9,087+9.6% | $6,913+44.1% | $10,827-8.0% |