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 | $114,602 | $138,044-17.0% | $125,339-8.6% | $134,475-14.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -14.19% | 750.33%-764.5pp | 572.05%-586.2pp | 417.96%-432.2pp |
| Employer contribution / active EE | $2,632 | $5,243-49.8% | $4,814-45.3% | $4,740-44.5% |
| Participant deferral / active EE | $8,671 | $7,799+11.2% | $7,446+16.4% | $6,400+35.5% |
| Admin fee / account holder | $451 | $11,571-96.1% | $10,010-95.5% | $11,426-96.1% |