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 | $50,965 | $180,449-71.8% | $154,107-66.9% | $135,375-62.4% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -7.92% | 888.09%-896.0pp | 735.12%-743.0pp | 519.73%-527.7pp |
| Employer contribution / active EE | $2,729 | $6,035-54.8% | $5,298-48.5% | $4,779-42.9% |
| Participant deferral / active EE | $3,433 | $5,806-40.9% | $5,081-32.4% | $5,609-38.8% |
| Admin fee / account holder | $1,360 | $16,143-91.6% | $13,411-89.9% | $10,827-87.4% |