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 | $102,015 | $84,402+20.9% | $61,373+66.2% | $134,475-24.1% |
| Participation rate | 82.6% | 62.2%+20.4pp | 52.6%+30.0pp | 81.2%+1.4pp |
| Annual return | -21.17% | 584.55%-605.7pp | 338.61%-359.8pp | 417.96%-439.1pp |
| Employer contribution / active EE | $1,072 | $1,544-30.6% | $1,159-7.6% | $4,740-77.4% |
| Participant deferral / active EE | $3,278 | $2,819+16.3% | $2,125+54.3% | $6,400-48.8% |
| Admin fee / account holder | $836 | $2,585-67.7% | $2,130-60.8% | $11,426-92.7% |