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 | $60,367 | $138,065-56.3% | $123,544-51.1% | $135,375-55.4% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -2.40% | 153.68%-156.1pp | 119.20%-121.6pp | 519.73%-522.1pp |
| Employer contribution / active EE | $3,363 | $5,151-34.7% | $4,628-27.3% | $4,779-29.6% |
| Participant deferral / active EE | $6,818 | $6,799+0.3% | $6,426+6.1% | $5,609+21.6% |
| Admin fee / account holder | $3,122 | $10,916-71.4% | $9,284-66.4% | $10,827-71.2% |