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 | $97,532 | $97,757-0.2% | $83,848+16.3% | $135,375-28.0% |
| Participation rate | 90.5% | 80.0%+10.5pp | 76.1%+14.3pp | 82.6%+7.8pp |
| Annual return | -5.57% | 1287.37%-1292.9pp | 850.88%-856.4pp | 519.73%-525.3pp |
| Employer contribution / active EE | $2,895 | $4,222-31.4% | $3,631-20.3% | $4,779-39.4% |
| Participant deferral / active EE | $6,283 | $4,682+34.2% | $4,082+53.9% | $5,609+12.0% |
| Admin fee / account holder | $3,197 | $6,674-52.1% | $5,478-41.6% | $10,827-70.5% |