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 | $105,350 | $190,805-44.8% | $159,960-34.1% | $134,475-21.7% |
| Participation rate | 84.2% | 81.9%+2.3pp | 78.0%+6.3pp | 81.2%+3.0pp |
| Annual return | -19.76% | 552.23%-572.0pp | 408.60%-428.4pp | 417.96%-437.7pp |
| Employer contribution / active EE | $8,890 | $4,995+78.0% | $4,226+110.4% | $4,740+87.6% |
| Participant deferral / active EE | $7,801 | $6,923+12.7% | $6,182+26.2% | $6,400+21.9% |
| Admin fee / account holder | $520 | $10,471-95.0% | $8,698-94.0% | $11,426-95.5% |