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 | $59,512 | $92,703-35.8% | $82,719-28.1% | $134,475-55.7% |
| Participation rate | 76.5% | 75.2%+1.3pp | 72.6%+3.9pp | 81.2%-4.8pp |
| Annual return | -20.55% | 944.92%-965.5pp | 701.18%-721.7pp | 417.96%-438.5pp |
| Employer contribution / active EE | $4,511 | $3,274+37.8% | $3,009+49.9% | $4,740-4.8% |
| Participant deferral / active EE | $6,858 | $4,802+42.8% | $4,395+56.0% | $6,400+7.2% |
| Admin fee / account holder | $19,225 | $5,983+221.4% | $5,329+260.8% | $11,426+68.3% |