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 | $61,819 | $160,055-61.4% | $140,016-55.8% | $135,375-54.3% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -5.33% | 911.38%-916.7pp | 651.12%-656.4pp | 519.73%-525.1pp |
| Employer contribution / active EE | $2,285 | $6,420-64.4% | $5,606-59.2% | $4,779-52.2% |
| Participant deferral / active EE | $5,787 | $7,642-24.3% | $6,927-16.5% | $5,609+3.2% |
| Admin fee / account holder | $81,853 | $13,328+514.1% | $10,705+664.6% | $10,827+656.0% |