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 | $89,484 | $90,600-1.2% | $79,464+12.6% | $135,375-33.9% |
| Participation rate | 70.0% | 76.0%-6.0pp | 73.3%-3.3pp | 82.6%-12.6pp |
| Annual return | -1.69% | 977.43%-979.1pp | 718.14%-719.8pp | 519.73%-521.4pp |
| Employer contribution / active EE | $2,713 | $3,068-11.6% | $2,800-3.1% | $4,779-43.2% |
| Participant deferral / active EE | $5,599 | $4,050+38.2% | $3,704+51.2% | $5,609-0.2% |
| Admin fee / account holder | $50,681 | $5,907+758.0% | $5,113+891.2% | $10,827+368.1% |