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 | $98,356 | $99,640-1.3% | $86,436+13.8% | $134,475-26.9% |
| Participation rate | 77.3% | 82.0%-4.8pp | 80.3%-3.1pp | 81.2%-3.9pp |
| Annual return | -18.52% | 6782.58%-6801.1pp | 4394.89%-4413.4pp | 417.96%-436.5pp |
| Employer contribution / active EE | $3,110 | $4,400-29.3% | $3,769-17.5% | $4,740-34.4% |
| Participant deferral / active EE | $6,495 | $7,246-10.4% | $6,952-6.6% | $6,400+1.5% |
| Admin fee / account holder | $5,621 | $8,371-32.8% | $6,731-16.5% | $11,426-50.8% |