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 | $72,929 | $138,065-47.2% | $123,544-41.0% | $135,375-46.1% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -4.13% | 153.68%-157.8pp | 119.20%-123.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $1,670 | $5,151-67.6% | $4,628-63.9% | $4,779-65.1% |
| Participant deferral / active EE | $5,438 | $6,799-20.0% | $6,426-15.4% | $5,609-3.0% |
| Admin fee / account holder | $17,480 | $10,916+60.1% | $9,284+88.3% | $10,827+61.4% |