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 | $40,902 | $97,757-58.2% | $83,848-51.2% | $135,375-69.8% |
| Participation rate | 72.2% | 80.0%-7.7pp | 76.1%-3.9pp | 82.6%-10.4pp |
| Annual return | -0.87% | 1287.37%-1288.2pp | 850.88%-851.7pp | 519.73%-520.6pp |
| Employer contribution / active EE | $1,310 | $4,222-69.0% | $3,631-63.9% | $4,779-72.6% |
| Participant deferral / active EE | $2,433 | $4,682-48.0% | $4,082-40.4% | $5,609-56.6% |
| Admin fee / account holder | $1,048 | $6,674-84.3% | $5,478-80.9% | $10,827-90.3% |