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 | $89,233 | $138,044-35.4% | $125,339-28.8% | $134,475-33.6% |
| Participation rate | 76.9% | 84.5%-7.6pp | 82.4%-5.4pp | 81.2%-4.3pp |
| Annual return | -18.26% | 750.33%-768.6pp | 572.05%-590.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,157 | $5,243-58.9% | $4,814-55.2% | $4,740-54.5% |
| Participant deferral / active EE | $5,443 | $7,799-30.2% | $7,446-26.9% | $6,400-14.9% |
| Admin fee / account holder | $1,612 | $11,571-86.1% | $10,010-83.9% | $11,426-85.9% |