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 | $90,525 | $180,449-49.8% | $154,107-41.3% | $135,375-33.1% |
| Participation rate | 72.7% | 87.4%-14.7pp | 83.0%-10.3pp | 82.6%-9.9pp |
| Annual return | -5.34% | 888.09%-893.4pp | 735.12%-740.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $2,554 | $6,035-57.7% | $5,298-51.8% | $4,779-46.6% |
| Participant deferral / active EE | $3,281 | $5,806-43.5% | $5,081-35.4% | $5,609-41.5% |
| Admin fee / account holder | $2,930 | $16,143-81.9% | $13,411-78.2% | $10,827-72.9% |