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 | $166,074 | $138,044+20.3% | $125,339+32.5% | $134,475+23.5% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -17.39% | 750.33%-767.7pp | 572.05%-589.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $3,466 | $5,243-33.9% | $4,814-28.0% | $4,740-26.9% |
| Participant deferral / active EE | $9,759 | $7,799+25.1% | $7,446+31.1% | $6,400+52.5% |
| Admin fee / account holder | $8,462 | $11,571-26.9% | $10,010-15.5% | $11,426-25.9% |