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 | $71,291 | $106,543-33.1% | $91,220-21.8% | $134,475-47.0% |
| Participation rate | 85.7% | 76.8%+8.9pp | 73.2%+12.5pp | 81.2%+4.5pp |
| Annual return | -12.20% | 160.60%-172.8pp | 114.01%-126.2pp | 417.96%-430.2pp |
| Employer contribution / active EE | $5,791 | $3,331+73.9% | $2,850+103.2% | $4,740+22.2% |
| Participant deferral / active EE | $6,446 | $4,719+36.6% | $4,234+52.3% | $6,400+0.7% |
| Admin fee / account holder | $28,372 | $6,231+355.4% | $5,420+423.5% | $11,426+148.3% |