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 | $77,861 | $92,703-16.0% | $82,719-5.9% | $134,475-42.1% |
| Participation rate | 81.8% | 75.2%+6.6pp | 72.6%+9.3pp | 81.2%+0.6pp |
| Annual return | -17.47% | 944.92%-962.4pp | 701.18%-718.6pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,523 | $3,274-53.5% | $3,009-49.4% | $4,740-67.9% |
| Participant deferral / active EE | $2,932 | $4,802-38.9% | $4,395-33.3% | $6,400-54.2% |
| Admin fee / account holder | $4,064 | $5,983-32.1% | $5,329-23.7% | $11,426-64.4% |