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 | $77,299 | $106,543-27.4% | $91,220-15.3% | $134,475-42.5% |
| Participation rate | 94.1% | 76.8%+17.3pp | 73.2%+20.9pp | 81.2%+12.9pp |
| Annual return | -15.88% | 160.60%-176.5pp | 114.01%-129.9pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,941 | $3,331-11.7% | $2,850+3.2% | $4,740-37.9% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,127 | $6,231-65.9% | $5,420-60.8% | $11,426-81.4% |