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 | $42,737 | $138,065-69.0% | $123,544-65.4% | $135,375-68.4% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -4.59% | 153.68%-158.3pp | 119.20%-123.8pp | 519.73%-524.3pp |
| Employer contribution / active EE | $1,254 | $5,151-75.7% | $4,628-72.9% | $4,779-73.8% |
| Participant deferral / active EE | $4,659 | $6,799-31.5% | $6,426-27.5% | $5,609-16.9% |
| Admin fee / account holder | $26,339 | $10,916+141.3% | $9,284+183.7% | $10,827+143.3% |