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 | $53,010 | $138,065-61.6% | $123,544-57.1% | $135,375-60.8% |
| Participation rate | 70.8% | 84.7%-13.9pp | 82.3%-11.5pp | 82.6%-11.8pp |
| Annual return | -4.29% | 153.68%-158.0pp | 119.20%-123.5pp | 519.73%-524.0pp |
| Employer contribution / active EE | $1,919 | $5,151-62.8% | $4,628-58.5% | $4,779-59.8% |
| Participant deferral / active EE | $4,447 | $6,799-34.6% | $6,426-30.8% | $5,609-20.7% |
| Admin fee / account holder | $460 | $10,916-95.8% | $9,284-95.0% | $10,827-95.7% |