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 | $60,042 | $138,065-56.5% | $123,544-51.4% | $135,375-55.6% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -6.71% | 153.68%-160.4pp | 119.20%-125.9pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,578 | $5,151-69.4% | $4,628-65.9% | $4,779-67.0% |
| Participant deferral / active EE | $2,805 | $6,799-58.7% | $6,426-56.3% | $5,609-50.0% |
| Admin fee / account holder | $2,888 | $10,916-73.5% | $9,284-68.9% | $10,827-73.3% |