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 | $62,130 | $138,065-55.0% | $123,544-49.7% | $135,375-54.1% |
| Participation rate | 89.5% | 84.7%+4.7pp | 82.3%+7.2pp | 82.6%+6.8pp |
| Annual return | -8.32% | 153.68%-162.0pp | 119.20%-127.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $4,022 | $5,151-21.9% | $4,628-13.1% | $4,779-15.8% |
| Participant deferral / active EE | $7,556 | $6,799+11.1% | $6,426+17.6% | $5,609+34.7% |
| Admin fee / account holder | $514 | $10,916-95.3% | $9,284-94.5% | $10,827-95.3% |