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 | $43,135 | $138,065-68.8% | $123,544-65.1% | $135,375-68.1% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -5.50% | 153.68%-159.2pp | 119.20%-124.7pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,880 | $5,151-63.5% | $4,628-59.4% | $4,779-60.6% |
| Participant deferral / active EE | $3,751 | $6,799-44.8% | $6,426-41.6% | $5,609-33.1% |
| Admin fee / account holder | $20,402 | $10,916+86.9% | $9,284+119.8% | $10,827+88.4% |