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 | $81,970 | $138,065-40.6% | $123,544-33.7% | $135,375-39.4% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -8.33% | 153.68%-162.0pp | 119.20%-127.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $3,818 | $5,151-25.9% | $4,628-17.5% | $4,779-20.1% |
| Participant deferral / active EE | $6,403 | $6,799-5.8% | $6,426-0.3% | $5,609+14.2% |
| Admin fee / account holder | $2,733 | $10,916-75.0% | $9,284-70.6% | $10,827-74.8% |