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 | $125,222 | $138,065-9.3% | $123,544+1.4% | $135,375-7.5% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -7.02% | 153.68%-160.7pp | 119.20%-126.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $2,569 | $5,151-50.1% | $4,628-44.5% | $4,779-46.2% |
| Participant deferral / active EE | $8,601 | $6,799+26.5% | $6,426+33.9% | $5,609+53.4% |
| Admin fee / account holder | $8,179 | $10,916-25.1% | $9,284-11.9% | $10,827-24.5% |