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 | $60,415 | $95,971-37.0% | $74,550-19.0% | $135,375-55.4% |
| Participation rate | 88.9% | 75.7%+13.2pp | 69.1%+19.7pp | 82.6%+6.2pp |
| Annual return | -4.86% | 56.96%-61.8pp | 32.53%-37.4pp | 519.73%-524.6pp |
| Employer contribution / active EE | $2,462 | $2,716-9.4% | $1,961+25.5% | $4,779-48.5% |
| Participant deferral / active EE | $3,334 | $3,843-13.3% | $3,108+7.3% | $5,609-40.6% |
| Admin fee / account holder | $5,133 | $6,522-21.3% | $5,060+1.4% | $10,827-52.6% |