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 | $72,584 | $138,044-47.4% | $125,339-42.1% | $134,475-46.0% |
| Participation rate | 81.0% | 84.5%-3.5pp | 82.4%-1.4pp | 81.2%-0.3pp |
| Annual return | -17.46% | 750.33%-767.8pp | 572.05%-589.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,433 | $5,243-72.7% | $4,814-70.2% | $4,740-69.8% |
| Participant deferral / active EE | $6,260 | $7,799-19.7% | $7,446-15.9% | $6,400-2.2% |
| Admin fee / account holder | $4,788 | $11,571-58.6% | $10,010-52.2% | $11,426-58.1% |