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 | $72,557 | $147,727-50.9% | $115,756-37.3% | $134,475-46.0% |
| Participation rate | 91.3% | 80.4%+10.9pp | 77.1%+14.2pp | 81.2%+10.1pp |
| Annual return | -16.46% | 73.96%-90.4pp | 143.14%-159.6pp | 417.96%-434.4pp |
| Employer contribution / active EE | $3,603 | $4,713-23.6% | $3,793-5.0% | $4,740-24.0% |
| Participant deferral / active EE | $6,054 | $7,563-20.0% | $6,254-3.2% | $6,400-5.4% |
| Admin fee / account holder | $7,603 | $14,571-47.8% | $8,124-6.4% | $11,426-33.5% |