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 | $50,827 | $138,044-63.2% | $125,339-59.4% | $134,475-62.2% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -14.39% | 750.33%-764.7pp | 572.05%-586.4pp | 417.96%-432.4pp |
| Employer contribution / active EE | $5,225 | $5,243-0.4% | $4,814+8.5% | $4,740+10.2% |
| Participant deferral / active EE | $11,398 | $7,799+46.2% | $7,446+53.1% | $6,400+78.1% |
| Admin fee / account holder | $14,238 | $11,571+23.0% | $10,010+42.2% | $11,426+24.6% |