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 | $45,825 | $138,044-66.8% | $125,339-63.4% | $134,475-65.9% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.6pp | 81.2%-8.5pp |
| Annual return | -12.10% | 750.33%-762.4pp | 572.05%-584.2pp | 417.96%-430.1pp |
| Employer contribution / active EE | $1,551 | $5,243-70.4% | $4,814-67.8% | $4,740-67.3% |
| Participant deferral / active EE | $5,049 | $7,799-35.3% | $7,446-32.2% | $6,400-21.1% |
| Admin fee / account holder | $2,615 | $11,571-77.4% | $10,010-73.9% | $11,426-77.1% |