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 | $135,604 | $138,044-1.8% | $125,339+8.2% | $134,475+0.8% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -16.68% | 750.33%-767.0pp | 572.05%-588.7pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,950 | $5,243-62.8% | $4,814-59.5% | $4,740-58.8% |
| Participant deferral / active EE | $5,113 | $7,799-34.4% | $7,446-31.3% | $6,400-20.1% |
| Admin fee / account holder | $25,766 | $11,571+122.7% | $10,010+157.4% | $11,426+125.5% |