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 | $94,610 | $138,044-31.5% | $125,339-24.5% | $134,475-29.6% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -19.76% | 750.33%-770.1pp | 572.05%-591.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $3,414 | $5,243-34.9% | $4,814-29.1% | $4,740-28.0% |
| Participant deferral / active EE | $6,988 | $7,799-10.4% | $7,446-6.2% | $6,400+9.2% |
| Admin fee / account holder | $6,630 | $11,571-42.7% | $10,010-33.8% | $11,426-42.0% |