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 | $60,863 | $138,044-55.9% | $125,339-51.4% | $134,475-54.7% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -19.40% | 750.33%-769.7pp | 572.05%-591.5pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,438 | $5,243-53.5% | $4,814-49.3% | $4,740-48.6% |
| Participant deferral / active EE | $2,712 | $7,799-65.2% | $7,446-63.6% | $6,400-57.6% |
| Admin fee / account holder | $521 | $11,571-95.5% | $10,010-94.8% | $11,426-95.4% |