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 | $80,476 | $97,757-17.7% | $83,848-4.0% | $135,375-40.6% |
| Participation rate | 78.3% | 80.0%-1.7pp | 76.1%+2.1pp | 82.6%-4.4pp |
| Annual return | -3.27% | 1287.37%-1290.6pp | 850.88%-854.1pp | 519.73%-523.0pp |
| Employer contribution / active EE | $1,256 | $4,222-70.3% | $3,631-65.4% | $4,779-73.7% |
| Participant deferral / active EE | $1,845 | $4,682-60.6% | $4,082-54.8% | $5,609-67.1% |
| Admin fee / account holder | $24,871 | $6,674+272.7% | $5,478+354.0% | $10,827+129.7% |