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 | $78,981 | $100,754-21.6% | $86,677-8.9% | $134,475-41.3% |
| Participation rate | 72.7% | 78.9%-6.2pp | 76.6%-3.8pp | 81.2%-8.5pp |
| Annual return | -18.23% | 29.04%-47.3pp | 35.91%-54.1pp | 417.96%-436.2pp |
| Employer contribution / active EE | $6,457 | $3,489+85.0% | $2,836+127.6% | $4,740+36.2% |
| Participant deferral / active EE | $9,373 | $5,338+75.6% | $4,656+101.3% | $6,400+46.5% |
| Admin fee / account holder | $5,562 | $10,926-49.1% | $7,493-25.8% | $11,426-51.3% |