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 | $72,771 | $138,044-47.3% | $125,339-41.9% | $134,475-45.9% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -17.13% | 750.33%-767.5pp | 572.05%-589.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $3,553 | $5,243-32.2% | $4,814-26.2% | $4,740-25.0% |
| Participant deferral / active EE | $10,787 | $7,799+38.3% | $7,446+44.9% | $6,400+68.6% |
| Admin fee / account holder | $948 | $11,571-91.8% | $10,010-90.5% | $11,426-91.7% |