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 | $123,310 | $180,449-31.7% | $154,107-20.0% | $135,375-8.9% |
| Participation rate | 73.3% | 87.4%-14.1pp | 83.0%-9.7pp | 82.6%-9.3pp |
| Annual return | -3.93% | 888.09%-892.0pp | 735.12%-739.1pp | 519.73%-523.7pp |
| Employer contribution / active EE | $2,335 | $6,035-61.3% | $5,298-55.9% | $4,779-51.1% |
| Participant deferral / active EE | $5,564 | $5,806-4.2% | $5,081+9.5% | $5,609-0.8% |
| Admin fee / account holder | $24,047 | $16,143+49.0% | $13,411+79.3% | $10,827+122.1% |