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 | $68,198 | $97,757-30.2% | $83,848-18.7% | $135,375-49.6% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -5.34% | 1287.37%-1292.7pp | 850.88%-856.2pp | 519.73%-525.1pp |
| Employer contribution / active EE | $972 | $4,222-77.0% | $3,631-73.2% | $4,779-79.7% |
| Participant deferral / active EE | $2,198 | $4,682-53.1% | $4,082-46.2% | $5,609-60.8% |
| Admin fee / account holder | $661 | $6,674-90.1% | $5,478-87.9% | $10,827-93.9% |