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 | $69,680 | $180,449-61.4% | $154,107-54.8% | $135,375-48.5% |
| Participation rate | 76.9% | 87.4%-10.5pp | 83.0%-6.1pp | 82.6%-5.7pp |
| Annual return | -6.19% | 888.09%-894.3pp | 735.12%-741.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,563 | $6,035-74.1% | $5,298-70.5% | $4,779-67.3% |
| Participant deferral / active EE | $4,193 | $5,806-27.8% | $5,081-17.5% | $5,609-25.2% |
| Admin fee / account holder | $302 | $16,143-98.1% | $13,411-97.7% | $10,827-97.2% |