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 | $31,916 | $138,044-76.9% | $125,339-74.5% | $134,475-76.3% |
| Participation rate | 70.6% | 84.5%-13.9pp | 82.4%-11.8pp | 81.2%-10.6pp |
| Annual return | -19.19% | 750.33%-769.5pp | 572.05%-591.2pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,325 | $5,243-55.7% | $4,814-51.7% | $4,740-50.9% |
| Participant deferral / active EE | $4,018 | $7,799-48.5% | $7,446-46.0% | $6,400-37.2% |
| Admin fee / account holder | $2,048 | $11,571-82.3% | $10,010-79.5% | $11,426-82.1% |