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 | $114,814 | $138,065-16.8% | $123,544-7.1% | $135,375-15.2% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | -2.75% | 153.68%-156.4pp | 119.20%-121.9pp | 519.73%-522.5pp |
| Employer contribution / active EE | $3,834 | $5,151-25.6% | $4,628-17.2% | $4,779-19.8% |
| Participant deferral / active EE | $8,004 | $6,799+17.7% | $6,426+24.6% | $5,609+42.7% |
| Admin fee / account holder | $27,124 | $10,916+148.5% | $9,284+192.2% | $10,827+150.5% |