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 | $112,002 | $138,044-18.9% | $125,339-10.6% | $134,475-16.7% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.6pp | 81.2%-8.5pp |
| Annual return | -17.17% | 750.33%-767.5pp | 572.05%-589.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,256 | $5,243-57.0% | $4,814-53.1% | $4,740-52.4% |
| Participant deferral / active EE | $6,541 | $7,799-16.1% | $7,446-12.2% | $6,400+2.2% |
| Admin fee / account holder | $40,077 | $11,571+246.3% | $10,010+300.4% | $11,426+250.8% |