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 | $45,708 | $138,065-66.9% | $123,544-63.0% | $135,375-66.2% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -7.55% | 153.68%-161.2pp | 119.20%-126.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,598 | $5,151-49.6% | $4,628-43.9% | $4,779-45.6% |
| Participant deferral / active EE | $7,566 | $6,799+11.3% | $6,426+17.8% | $5,609+34.9% |
| Admin fee / account holder | $1,831 | $10,916-83.2% | $9,284-80.3% | $10,827-83.1% |