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 | $56,777 | $48,274+17.6% | $63,517-10.6% | $59,632-4.8% |
| Participation rate | 86.0% | 66.3%+19.7pp | 71.0%+15.0pp | 68.7%+17.4pp |
| Annual return | -1.33% | -240.79%+239.5pp | -70.30%+69.0pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $2,093 | $1,586+31.9% | $2,322-9.9% | $2,203-5.0% |
| Participant deferral / active EE | $3,059 | $2,343+30.6% | $2,953+3.6% | $3,192-4.1% |
| Admin fee / account holder | $1,392 | $3,600-61.3% | $5,892-76.4% | $4,297-67.6% |