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 | $68,007 | $180,449-62.3% | $154,107-55.9% | $135,375-49.8% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -7.42% | 888.09%-895.5pp | 735.12%-742.5pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,296 | $6,035-78.5% | $5,298-75.5% | $4,779-72.9% |
| Participant deferral / active EE | $5,508 | $5,806-5.1% | $5,081+8.4% | $5,609-1.8% |
| Admin fee / account holder | $12,070 | $16,143-25.2% | $13,411-10.0% | $10,827+11.5% |