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 | $80,372 | $138,044-41.8% | $125,339-35.9% | $134,475-40.2% |
| Participation rate | 70.6% | 84.5%-13.9pp | 82.4%-11.8pp | 81.2%-10.6pp |
| Annual return | -18.39% | 750.33%-768.7pp | 572.05%-590.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,819 | $5,243-65.3% | $4,814-62.2% | $4,740-61.6% |
| Participant deferral / active EE | $5,565 | $7,799-28.6% | $7,446-25.3% | $6,400-13.0% |
| Admin fee / account holder | $2,237 | $11,571-80.7% | $10,010-77.6% | $11,426-80.4% |