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 | $31,335 | $138,065-77.3% | $123,544-74.6% | $135,375-76.9% |
| Participation rate | 87.0% | 84.7%+2.2pp | 82.3%+4.7pp | 82.6%+4.3pp |
| Annual return | -8.47% | 153.68%-162.2pp | 119.20%-127.7pp | 519.73%-528.2pp |
| Employer contribution / active EE | $1,598 | $5,151-69.0% | $4,628-65.5% | $4,779-66.6% |
| Participant deferral / active EE | $8,419 | $6,799+23.8% | $6,426+31.0% | $5,609+50.1% |
| Admin fee / account holder | $2,431 | $10,916-77.7% | $9,284-73.8% | $10,827-77.5% |