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 | $104,456 | $138,044-24.3% | $125,339-16.7% | $134,475-22.3% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -19.21% | 750.33%-769.5pp | 572.05%-591.3pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,029 | $5,243-61.3% | $4,814-57.9% | $4,740-57.2% |
| Participant deferral / active EE | $6,856 | $7,799-12.1% | $7,446-7.9% | $6,400+7.1% |
| Admin fee / account holder | $1,593 | $11,571-86.2% | $10,010-84.1% | $11,426-86.1% |