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 | $34,728 | $99,640-65.1% | $86,436-59.8% | $134,475-74.2% |
| Participation rate | 88.2% | 82.0%+6.2pp | 80.3%+7.9pp | 81.2%+7.0pp |
| Annual return | -17.62% | 6782.58%-6800.2pp | 4394.89%-4412.5pp | 417.96%-435.6pp |
| Employer contribution / active EE | $4,120 | $4,400-6.4% | $3,769+9.3% | $4,740-13.1% |
| Participant deferral / active EE | $8,229 | $7,246+13.6% | $6,952+18.4% | $6,400+28.6% |
| Admin fee / account holder | $5,216 | $8,371-37.7% | $6,731-22.5% | $11,426-54.4% |