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 | $78,312 | $138,065-43.3% | $123,544-36.6% | $135,375-42.2% |
| Participation rate | 95.5% | 84.7%+10.7pp | 82.3%+13.2pp | 82.6%+12.8pp |
| Annual return | -5.64% | 153.68%-159.3pp | 119.20%-124.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,794 | $5,151-65.2% | $4,628-61.2% | $4,779-62.5% |
| Participant deferral / active EE | $5,093 | $6,799-25.1% | $6,426-20.7% | $5,609-9.2% |
| Admin fee / account holder | $4,910 | $10,916-55.0% | $9,284-47.1% | $10,827-54.7% |