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 | $60,417 | $138,065-56.2% | $123,544-51.1% | $135,375-55.4% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -4.76% | 153.68%-158.4pp | 119.20%-124.0pp | 519.73%-524.5pp |
| Employer contribution / active EE | $3,107 | $5,151-39.7% | $4,628-32.9% | $4,779-35.0% |
| Participant deferral / active EE | $3,190 | $6,799-53.1% | $6,426-50.4% | $5,609-43.1% |
| Admin fee / account holder | $8,491 | $10,916-22.2% | $9,284-8.5% | $10,827-21.6% |