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 | $137,730 | $138,044-0.2% | $125,339+9.9% | $134,475+2.4% |
| Participation rate | 70.6% | 84.5%-13.9pp | 82.4%-11.8pp | 81.2%-10.6pp |
| Annual return | -17.34% | 750.33%-767.7pp | 572.05%-589.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $3,150 | $5,243-39.9% | $4,814-34.6% | $4,740-33.5% |
| Participant deferral / active EE | $11,216 | $7,799+43.8% | $7,446+50.6% | $6,400+75.2% |
| Admin fee / account holder | $13,615 | $11,571+17.7% | $10,010+36.0% | $11,426+19.2% |