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 | $69,228 | $138,044-49.9% | $125,339-44.8% | $134,475-48.5% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -18.63% | 750.33%-769.0pp | 572.05%-590.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $4,304 | $5,243-17.9% | $4,814-10.6% | $4,740-9.2% |
| Participant deferral / active EE | $3,733 | $7,799-52.1% | $7,446-49.9% | $6,400-41.7% |
| Admin fee / account holder | $48,619 | $11,571+320.2% | $10,010+385.7% | $11,426+325.5% |