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 | $62,213 | $90,600-31.3% | $79,464-21.7% | $135,375-54.0% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -3.42% | 977.43%-980.9pp | 718.14%-721.6pp | 519.73%-523.2pp |
| Employer contribution / active EE | $3,035 | $3,068-1.1% | $2,800+8.4% | $4,779-36.5% |
| Participant deferral / active EE | $4,576 | $4,050+13.0% | $3,704+23.5% | $5,609-18.4% |
| Admin fee / account holder | $13,865 | $5,907+134.7% | $5,113+171.2% | $10,827+28.1% |