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 | $56,606 | $180,449-68.6% | $154,107-63.3% | $135,375-58.2% |
| Participation rate | 95.0% | 87.4%+7.6pp | 83.0%+12.0pp | 82.6%+12.4pp |
| Annual return | -5.99% | 888.09%-894.1pp | 735.12%-741.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $2,224 | $6,035-63.1% | $5,298-58.0% | $4,779-53.5% |
| Participant deferral / active EE | $3,603 | $5,806-37.9% | $5,081-29.1% | $5,609-35.8% |
| Admin fee / account holder | $7,997 | $16,143-50.5% | $13,411-40.4% | $10,827-26.1% |