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 | $66,470 | $97,757-32.0% | $83,848-20.7% | $135,375-50.9% |
| Participation rate | 95.8% | 80.0%+15.9pp | 76.1%+19.7pp | 82.6%+13.2pp |
| Annual return | -5.92% | 1287.37%-1293.3pp | 850.88%-856.8pp | 519.73%-525.6pp |
| Employer contribution / active EE | $5,837 | $4,222+38.3% | $3,631+60.8% | $4,779+22.2% |
| Participant deferral / active EE | $3,857 | $4,682-17.6% | $4,082-5.5% | $5,609-31.2% |
| Admin fee / account holder | $5,690 | $6,674-14.7% | $5,478+3.9% | $10,827-47.4% |