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 | $31,556 | $138,044-77.1% | $125,339-74.8% | $134,475-76.5% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -19.72% | 750.33%-770.0pp | 572.05%-591.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $3,177 | $5,243-39.4% | $4,814-34.0% | $4,740-33.0% |
| Participant deferral / active EE | $5,661 | $7,799-27.4% | $7,446-24.0% | $6,400-11.5% |
| Admin fee / account holder | $845 | $11,571-92.7% | $10,010-91.6% | $11,426-92.6% |