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 | $73,824 | $138,044-46.5% | $125,339-41.1% | $134,475-45.1% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -19.38% | 750.33%-769.7pp | 572.05%-591.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $3,223 | $5,243-38.5% | $4,814-33.0% | $4,740-32.0% |
| Participant deferral / active EE | $5,798 | $7,799-25.6% | $7,446-22.1% | $6,400-9.4% |
| Admin fee / account holder | $5,217 | $11,571-54.9% | $10,010-47.9% | $11,426-54.3% |