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 | $113,739 | $160,055-28.9% | $140,016-18.8% | $135,375-16.0% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.5%-9.7pp | 82.6%-4.9pp |
| Annual return | -7.18% | 911.38%-918.6pp | 651.12%-658.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $5,861 | $6,420-8.7% | $5,606+4.6% | $4,779+22.7% |
| Participant deferral / active EE | $7,728 | $7,642+1.1% | $6,927+11.6% | $5,609+37.8% |
| Admin fee / account holder | $1,858 | $13,328-86.1% | $10,705-82.6% | $10,827-82.8% |