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 | $73,735 | $97,757-24.6% | $83,848-12.1% | $135,375-45.5% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -5.97% | 1287.37%-1293.3pp | 850.88%-856.9pp | 519.73%-525.7pp |
| Employer contribution / active EE | $723 | $4,222-82.9% | $3,631-80.1% | $4,779-84.9% |
| Participant deferral / active EE | $6,863 | $4,682+46.6% | $4,082+68.2% | $5,609+22.4% |
| Admin fee / account holder | $1,094 | $6,674-83.6% | $5,478-80.0% | $10,827-89.9% |