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 | $133,185 | $92,703+43.7% | $82,719+61.0% | $134,475-1.0% |
| Participation rate | 70.6% | 75.2%-4.6pp | 72.6%-2.0pp | 81.2%-10.6pp |
| Annual return | -15.60% | 944.92%-960.5pp | 701.18%-716.8pp | 417.96%-433.6pp |
| Employer contribution / active EE | $3,821 | $3,274+16.7% | $3,009+27.0% | $4,740-19.4% |
| Participant deferral / active EE | $8,928 | $4,802+85.9% | $4,395+103.1% | $6,400+39.5% |
| Admin fee / account holder | $23,603 | $5,983+294.5% | $5,329+342.9% | $11,426+106.6% |