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 | $61,774 | $99,640-38.0% | $86,436-28.5% | $134,475-54.1% |
| Participation rate | 75.0% | 82.0%-7.0pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -20.06% | 6782.58%-6802.6pp | 4394.89%-4415.0pp | 417.96%-438.0pp |
| Employer contribution / active EE | $2,658 | $4,400-39.6% | $3,769-29.5% | $4,740-43.9% |
| Participant deferral / active EE | $3,982 | $7,246-45.1% | $6,952-42.7% | $6,400-37.8% |
| Admin fee / account holder | $1,024 | $8,371-87.8% | $6,731-84.8% | $11,426-91.0% |