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 | $57,884 | $138,065-58.1% | $123,544-53.1% | $135,375-57.2% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -6.47% | 153.68%-160.1pp | 119.20%-125.7pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,915 | $5,151-62.8% | $4,628-58.6% | $4,779-59.9% |
| Participant deferral / active EE | $3,298 | $6,799-51.5% | $6,426-48.7% | $5,609-41.2% |
| Admin fee / account holder | $7,789 | $10,916-28.6% | $9,284-16.1% | $10,827-28.1% |