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 | $76,454 | $92,703-17.5% | $82,719-7.6% | $134,475-43.1% |
| Participation rate | 95.5% | 75.2%+20.3pp | 72.6%+22.9pp | 81.2%+14.2pp |
| Annual return | -12.96% | 944.92%-957.9pp | 701.18%-714.1pp | 417.96%-430.9pp |
| Employer contribution / active EE | $5,254 | $3,274+60.5% | $3,009+74.6% | $4,740+10.8% |
| Participant deferral / active EE | $4,470 | $4,802-6.9% | $4,395+1.7% | $6,400-30.1% |
| Admin fee / account holder | $8,358 | $5,983+39.7% | $5,329+56.9% | $11,426-26.8% |