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 | $85,770 | $138,044-37.9% | $125,339-31.6% | $134,475-36.2% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -20.46% | 750.33%-770.8pp | 572.05%-592.5pp | 417.96%-438.4pp |
| Employer contribution / active EE | $5,100 | $5,243-2.7% | $4,814+5.9% | $4,740+7.6% |
| Participant deferral / active EE | $12,550 | $7,799+60.9% | $7,446+68.5% | $6,400+96.1% |
| Admin fee / account holder | $38,968 | $11,571+236.8% | $10,010+289.3% | $11,426+241.1% |