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 | $53,522 | $138,065-61.2% | $123,544-56.7% | $135,375-60.5% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -8.65% | 153.68%-162.3pp | 119.20%-127.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $1,004 | $5,151-80.5% | $4,628-78.3% | $4,779-79.0% |
| Participant deferral / active EE | $5,174 | $6,799-23.9% | $6,426-19.5% | $5,609-7.8% |
| Admin fee / account holder | $917 | $10,916-91.6% | $9,284-90.1% | $10,827-91.5% |