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 | $70,082 | $135,635-48.3% | $110,238-36.4% | $135,375-48.2% |
| Participation rate | 72.7% | 83.5%-10.7pp | 79.8%-7.1pp | 82.6%-9.9pp |
| Annual return | 0.52% | 513.19%-512.7pp | 314.74%-314.2pp | 519.73%-519.2pp |
| Employer contribution / active EE | $2,474 | $4,906-49.6% | $3,826-35.4% | $4,779-48.2% |
| Participant deferral / active EE | $4,413 | $5,506-19.9% | $4,672-5.5% | $5,609-21.3% |
| Admin fee / account holder | $365 | $11,457-96.8% | $8,547-95.7% | $10,827-96.6% |