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 | $64,002 | $138,065-53.6% | $123,544-48.2% | $135,375-52.7% |
| Participation rate | 78.6% | 84.7%-6.2pp | 82.3%-3.7pp | 82.6%-4.1pp |
| Annual return | -8.01% | 153.68%-161.7pp | 119.20%-127.2pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,593 | $5,151-69.1% | $4,628-65.6% | $4,779-66.7% |
| Participant deferral / active EE | $3,246 | $6,799-52.3% | $6,426-49.5% | $5,609-42.1% |
| Admin fee / account holder | $7,828 | $10,916-28.3% | $9,284-15.7% | $10,827-27.7% |