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 | $63,949 | $138,044-53.7% | $125,339-49.0% | $134,475-52.4% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -16.83% | 750.33%-767.2pp | 572.05%-588.9pp | 417.96%-434.8pp |
| Employer contribution / active EE | $3,449 | $5,243-34.2% | $4,814-28.3% | $4,740-27.2% |
| Participant deferral / active EE | $7,429 | $7,799-4.7% | $7,446-0.2% | $6,400+16.1% |
| Admin fee / account holder | $13,604 | $11,571+17.6% | $10,010+35.9% | $11,426+19.1% |