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 | $85,830 | $138,065-37.8% | $123,544-30.5% | $135,375-36.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.03% | 153.68%-161.7pp | 119.20%-127.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $4,514 | $5,151-12.4% | $4,628-2.5% | $4,779-5.5% |
| Participant deferral / active EE | $5,633 | $6,799-17.1% | $6,426-12.3% | $5,609+0.4% |
| Admin fee / account holder | $614 | $10,916-94.4% | $9,284-93.4% | $10,827-94.3% |