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 | $30,872 | $90,600-65.9% | $79,464-61.1% | $135,375-77.2% |
| Participation rate | 70.8% | 76.0%-5.2pp | 73.3%-2.5pp | 82.6%-11.8pp |
| Annual return | -5.49% | 977.43%-982.9pp | 718.14%-723.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,586 | $3,068-48.3% | $2,800-43.4% | $4,779-66.8% |
| Participant deferral / active EE | $3,219 | $4,050-20.5% | $3,704-13.1% | $5,609-42.6% |
| Admin fee / account holder | $4,628 | $5,907-21.6% | $5,113-9.5% | $10,827-57.3% |