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 | $121,395 | $138,065-12.1% | $123,544-1.7% | $135,375-10.3% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -0.99% | 153.68%-154.7pp | 119.20%-120.2pp | 519.73%-520.7pp |
| Employer contribution / active EE | $4,042 | $5,151-21.5% | $4,628-12.7% | $4,779-15.4% |
| Participant deferral / active EE | $12,233 | $6,799+79.9% | $6,426+90.4% | $5,609+118.1% |
| Admin fee / account holder | $5,451 | $10,916-50.1% | $9,284-41.3% | $10,827-49.7% |