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 | $43,890 | $138,065-68.2% | $123,544-64.5% | $135,375-67.6% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | -8.68% | 153.68%-162.4pp | 119.20%-127.9pp | 519.73%-528.4pp |
| Employer contribution / active EE | $1,098 | $5,151-78.7% | $4,628-76.3% | $4,779-77.0% |
| Participant deferral / active EE | $2,281 | $6,799-66.5% | $6,426-64.5% | $5,609-59.3% |
| Admin fee / account holder | $964 | $10,916-91.2% | $9,284-89.6% | $10,827-91.1% |