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 | $57,754 | $138,044-58.2% | $125,339-53.9% | $134,475-57.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -14.86% | 750.33%-765.2pp | 572.05%-586.9pp | 417.96%-432.8pp |
| Employer contribution / active EE | $2,405 | $5,243-54.1% | $4,814-50.0% | $4,740-49.3% |
| Participant deferral / active EE | $4,263 | $7,799-45.3% | $7,446-42.7% | $6,400-33.4% |
| Admin fee / account holder | $39,861 | $11,571+244.5% | $10,010+298.2% | $11,426+248.9% |