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 | $120,715 | $99,640+21.2% | $86,436+39.7% | $134,475-10.2% |
| Participation rate | 71.4% | 82.0%-10.6pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -15.29% | 6782.58%-6797.9pp | 4394.89%-4410.2pp | 417.96%-433.3pp |
| Employer contribution / active EE | $3,031 | $4,400-31.1% | $3,769-19.6% | $4,740-36.0% |
| Participant deferral / active EE | $6,117 | $7,246-15.6% | $6,952-12.0% | $6,400-4.4% |
| Admin fee / account holder | $2,436 | $8,371-70.9% | $6,731-63.8% | $11,426-78.7% |