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 | $66,374 | $106,543-37.7% | $91,220-27.2% | $134,475-50.6% |
| Participation rate | 86.7% | 76.8%+9.9pp | 73.2%+13.5pp | 81.2%+5.4pp |
| Annual return | -11.51% | 160.60%-172.1pp | 114.01%-125.5pp | 417.96%-429.5pp |
| Employer contribution / active EE | $2,637 | $3,331-20.8% | $2,850-7.5% | $4,740-44.4% |
| Participant deferral / active EE | $4,588 | $4,719-2.8% | $4,234+8.4% | $6,400-28.3% |
| Admin fee / account holder | $6,882 | $6,231+10.4% | $5,420+27.0% | $11,426-39.8% |