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 | $29,012 | $90,600-68.0% | $79,464-63.5% | $135,375-78.6% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -5.63% | 977.43%-983.1pp | 718.14%-723.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $984 | $3,068-67.9% | $2,800-64.9% | $4,779-79.4% |
| Participant deferral / active EE | $2,062 | $4,050-49.1% | $3,704-44.3% | $5,609-63.2% |
| Admin fee / account holder | $2,186 | $5,907-63.0% | $5,113-57.2% | $10,827-79.8% |