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 | $75,362 | $138,044-45.4% | $125,339-39.9% | $134,475-44.0% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -17.80% | 750.33%-768.1pp | 572.05%-589.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,625 | $5,243-49.9% | $4,814-45.5% | $4,740-44.6% |
| Participant deferral / active EE | $9,648 | $7,799+23.7% | $7,446+29.6% | $6,400+50.8% |
| Admin fee / account holder | $647 | $11,571-94.4% | $10,010-93.5% | $11,426-94.3% |