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 | $76,661 | $190,805-59.8% | $159,960-52.1% | $134,475-43.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.65% | 552.23%-567.9pp | 408.60%-424.3pp | 417.96%-433.6pp |
| Employer contribution / active EE | $2,257 | $4,995-54.8% | $4,226-46.6% | $4,740-52.4% |
| Participant deferral / active EE | $5,017 | $6,923-27.5% | $6,182-18.9% | $6,400-21.6% |
| Admin fee / account holder | $4,253 | $10,471-59.4% | $8,698-51.1% | $11,426-62.8% |