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 7-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 | $23,839 | $138,044-82.7% | $125,339-81.0% | $134,475-82.3% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -15.50% | 750.33%-765.8pp | 572.05%-587.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $3,147 | $5,243-40.0% | $4,814-34.6% | $4,740-33.6% |
| Participant deferral / active EE | $5,571 | $7,799-28.6% | $7,446-25.2% | $6,400-13.0% |
| Admin fee / account holder | $4,346 | $11,571-62.4% | $10,010-56.6% | $11,426-62.0% |