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 | $113,460 | $180,449-37.1% | $154,107-26.4% | $135,375-16.2% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | -1.77% | 888.09%-889.9pp | 735.12%-736.9pp | 519.73%-521.5pp |
| Employer contribution / active EE | $1,600 | $6,035-73.5% | $5,298-69.8% | $4,779-66.5% |
| Participant deferral / active EE | $2,609 | $5,806-55.1% | $5,081-48.7% | $5,609-53.5% |
| Admin fee / account holder | $9,976 | $16,143-38.2% | $13,411-25.6% | $10,827-7.9% |