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 | $52,621 | $138,065-61.9% | $123,544-57.4% | $135,375-61.1% |
| Participation rate | 86.7% | 84.7%+1.9pp | 82.3%+4.4pp | 82.6%+4.0pp |
| Annual return | -6.78% | 153.68%-160.5pp | 119.20%-126.0pp | 519.73%-526.5pp |
| Employer contribution / active EE | $2,563 | $5,151-50.2% | $4,628-44.6% | $4,779-46.4% |
| Participant deferral / active EE | $7,154 | $6,799+5.2% | $6,426+11.3% | $5,609+27.6% |
| Admin fee / account holder | $627 | $10,916-94.3% | $9,284-93.2% | $10,827-94.2% |