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 | $103,740 | $160,055-35.2% | $140,016-25.9% | $135,375-23.4% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.5%+6.3pp | 82.6%+11.1pp |
| Annual return | -5.86% | 911.38%-917.2pp | 651.12%-657.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $4,133 | $6,420-35.6% | $5,606-26.3% | $4,779-13.5% |
| Participant deferral / active EE | $3,036 | $7,642-60.3% | $6,927-56.2% | $5,609-45.9% |
| Admin fee / account holder | $1,139 | $13,328-91.5% | $10,705-89.4% | $10,827-89.5% |