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 | $73,366 | $138,044-46.9% | $125,339-41.5% | $134,475-45.4% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -17.90% | 750.33%-768.2pp | 572.05%-590.0pp | 417.96%-435.9pp |
| Employer contribution / active EE | $4,490 | $5,243-14.4% | $4,814-6.7% | $4,740-5.3% |
| Participant deferral / active EE | $7,967 | $7,799+2.2% | $7,446+7.0% | $6,400+24.5% |
| Admin fee / account holder | $6,692 | $11,571-42.2% | $10,010-33.1% | $11,426-41.4% |