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 | $64,116 | $92,703-30.8% | $82,719-22.5% | $134,475-52.3% |
| Participation rate | 94.1% | 75.2%+18.9pp | 72.6%+21.6pp | 81.2%+12.9pp |
| Annual return | -14.72% | 944.92%-959.6pp | 701.18%-715.9pp | 417.96%-432.7pp |
| Employer contribution / active EE | $4,211 | $3,274+28.6% | $3,009+40.0% | $4,740-11.1% |
| Participant deferral / active EE | $4,711 | $4,802-1.9% | $4,395+7.2% | $6,400-26.4% |
| Admin fee / account holder | $1,339 | $5,983-77.6% | $5,329-74.9% | $11,426-88.3% |