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 | $215,737 | $138,044+56.3% | $125,339+72.1% | $134,475+60.4% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -16.95% | 750.33%-767.3pp | 572.05%-589.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,391 | $5,243-54.4% | $4,814-50.3% | $4,740-49.6% |
| Participant deferral / active EE | $4,405 | $7,799-43.5% | $7,446-40.8% | $6,400-31.2% |
| Admin fee / account holder | $1,820 | $11,571-84.3% | $10,010-81.8% | $11,426-84.1% |