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 | $88,886 | $138,065-35.6% | $123,544-28.1% | $135,375-34.3% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | -4.65% | 153.68%-158.3pp | 119.20%-123.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $8,421 | $5,151+63.5% | $4,628+82.0% | $4,779+76.2% |
| Participant deferral / active EE | $4,563 | $6,799-32.9% | $6,426-29.0% | $5,609-18.6% |
| Admin fee / account holder | $14,537 | $10,916+33.2% | $9,284+56.6% | $10,827+34.3% |