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 | $53,351 | $138,065-61.4% | $123,544-56.8% | $135,375-60.6% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -4.93% | 153.68%-158.6pp | 119.20%-124.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $3,710 | $5,151-28.0% | $4,628-19.8% | $4,779-22.4% |
| Participant deferral / active EE | $2,567 | $6,799-62.2% | $6,426-60.1% | $5,609-54.2% |
| Admin fee / account holder | $2,116 | $10,916-80.6% | $9,284-77.2% | $10,827-80.5% |