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 | $199,460 | $138,065+44.5% | $123,544+61.4% | $135,375+47.3% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | -9.02% | 153.68%-162.7pp | 119.20%-128.2pp | 519.73%-528.8pp |
| Employer contribution / active EE | $1,837 | $5,151-64.3% | $4,628-60.3% | $4,779-61.6% |
| Participant deferral / active EE | $3,670 | $6,799-46.0% | $6,426-42.9% | $5,609-34.6% |
| Admin fee / account holder | $5,296 | $10,916-51.5% | $9,284-43.0% | $10,827-51.1% |