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 | $45,702 | $135,635-66.3% | $110,238-58.5% | $135,375-66.2% |
| Participation rate | 72.7% | 83.5%-10.7pp | 79.8%-7.1pp | 82.6%-9.9pp |
| Annual return | -6.57% | 513.19%-519.8pp | 314.74%-321.3pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,434 | $4,906-70.8% | $3,826-62.5% | $4,779-70.0% |
| Participant deferral / active EE | $5,236 | $5,506-4.9% | $4,672+12.1% | $5,609-6.7% |
| Admin fee / account holder | $1,263 | $11,457-89.0% | $8,547-85.2% | $10,827-88.3% |