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 | $48,089 | $138,065-65.2% | $123,544-61.1% | $135,375-64.5% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | -7.18% | 153.68%-160.9pp | 119.20%-126.4pp | 519.73%-526.9pp |
| Employer contribution / active EE | $3,295 | $5,151-36.0% | $4,628-28.8% | $4,779-31.1% |
| Participant deferral / active EE | $6,492 | $6,799-4.5% | $6,426+1.0% | $5,609+15.7% |
| Admin fee / account holder | $3,327 | $10,916-69.5% | $9,284-64.2% | $10,827-69.3% |