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 | $91,168 | $95,971-5.0% | $74,550+22.3% | $135,375-32.7% |
| Participation rate | 73.7% | 75.7%-2.0pp | 69.1%+4.5pp | 82.6%-9.0pp |
| Annual return | -6.82% | 56.96%-63.8pp | 32.53%-39.3pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,850 | $2,716-31.9% | $1,961-5.7% | $4,779-61.3% |
| Participant deferral / active EE | $5,899 | $3,843+53.5% | $3,108+89.8% | $5,609+5.2% |
| Admin fee / account holder | $7,775 | $6,522+19.2% | $5,060+53.7% | $10,827-28.2% |