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 | $92,111 | $92,703-0.6% | $82,719+11.4% | $134,475-31.5% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -19.02% | 944.92%-963.9pp | 701.18%-720.2pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,634 | $3,274-19.5% | $3,009-12.5% | $4,740-44.4% |
| Participant deferral / active EE | $6,903 | $4,802+43.7% | $4,395+57.1% | $6,400+7.9% |
| Admin fee / account holder | $426 | $5,983-92.9% | $5,329-92.0% | $11,426-96.3% |