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 6-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 | $131,948 | $138,044-4.4% | $125,339+5.3% | $134,475-1.9% |
| Participation rate | 73.9% | 84.5%-10.6pp | 82.4%-8.5pp | 81.2%-7.3pp |
| Annual return | -16.54% | 750.33%-766.9pp | 572.05%-588.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $3,548 | $5,243-32.3% | $4,814-26.3% | $4,740-25.2% |
| Participant deferral / active EE | $7,112 | $7,799-8.8% | $7,446-4.5% | $6,400+11.1% |
| Admin fee / account holder | $2,755 | $11,571-76.2% | $10,010-72.5% | $11,426-75.9% |