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 | $113,992 | $138,065-17.4% | $123,544-7.7% | $135,375-15.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.32% | 153.68%-160.0pp | 119.20%-125.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,538 | $5,151-50.7% | $4,628-45.1% | $4,779-46.9% |
| Participant deferral / active EE | $8,283 | $6,799+21.8% | $6,426+28.9% | $5,609+47.7% |
| Admin fee / account holder | $2,255 | $10,916-79.3% | $9,284-75.7% | $10,827-79.2% |