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 | $139,164 | $180,449-22.9% | $154,107-9.7% | $135,375+2.8% |
| Participation rate | 78.6% | 87.4%-8.9pp | 83.0%-4.5pp | 82.6%-4.1pp |
| Annual return | -4.25% | 888.09%-892.3pp | 735.12%-739.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $2,698 | $6,035-55.3% | $5,298-49.1% | $4,779-43.5% |
| Participant deferral / active EE | $7,999 | $5,806+37.8% | $5,081+57.5% | $5,609+42.6% |
| Admin fee / account holder | $4,438 | $16,143-72.5% | $13,411-66.9% | $10,827-59.0% |