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 | $37,161 | $106,543-65.1% | $91,220-59.3% | $134,475-72.4% |
| Participation rate | 81.8% | 76.8%+5.0pp | 73.2%+8.6pp | 81.2%+0.6pp |
| Annual return | -15.00% | 160.60%-175.6pp | 114.01%-129.0pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,415 | $3,331-57.5% | $2,850-50.3% | $4,740-70.1% |
| Participant deferral / active EE | $1,690 | $4,719-64.2% | $4,234-60.1% | $6,400-73.6% |
| Admin fee / account holder | $3,053 | $6,231-51.0% | $5,420-43.7% | $11,426-73.3% |