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 | $104,357 | $138,065-24.4% | $123,544-15.5% | $135,375-22.9% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | -8.15% | 153.68%-161.8pp | 119.20%-127.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $3,135 | $5,151-39.1% | $4,628-32.2% | $4,779-34.4% |
| Participant deferral / active EE | $5,088 | $6,799-25.2% | $6,426-20.8% | $5,609-9.3% |
| Admin fee / account holder | $329 | $10,916-97.0% | $9,284-96.5% | $10,827-97.0% |