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 | $54,018 | $135,635-60.2% | $110,238-51.0% | $135,375-60.1% |
| Participation rate | 70.8% | 83.5%-12.6pp | 79.8%-9.0pp | 82.6%-11.8pp |
| Annual return | -4.82% | 513.19%-518.0pp | 314.74%-319.6pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,318 | $4,906-73.1% | $3,826-65.6% | $4,779-72.4% |
| Participant deferral / active EE | $2,428 | $5,506-55.9% | $4,672-48.0% | $5,609-56.7% |
| Admin fee / account holder | $2,757 | $11,457-75.9% | $8,547-67.7% | $10,827-74.5% |