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 | $71,599 | $138,065-48.1% | $123,544-42.0% | $135,375-47.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.62% | 153.68%-162.3pp | 119.20%-127.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $1,838 | $5,151-64.3% | $4,628-60.3% | $4,779-61.5% |
| Participant deferral / active EE | $5,327 | $6,799-21.7% | $6,426-17.1% | $5,609-5.0% |
| Admin fee / account holder | $1,561 | $10,916-85.7% | $9,284-83.2% | $10,827-85.6% |