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 | $66,101 | $138,044-52.1% | $125,339-47.3% | $134,475-50.8% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -3.17% | 750.33%-753.5pp | 572.05%-575.2pp | 417.96%-421.1pp |
| Employer contribution / active EE | $4,303 | $5,243-17.9% | $4,814-10.6% | $4,740-9.2% |
| Participant deferral / active EE | $8,062 | $7,799+3.4% | $7,446+8.3% | $6,400+26.0% |
| Admin fee / account holder | $14,368 | $11,571+24.2% | $10,010+43.5% | $11,426+25.8% |