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 | $65,922 | $95,971-31.3% | $74,550-11.6% | $135,375-51.3% |
| Participation rate | 94.4% | 75.7%+18.8pp | 69.1%+25.3pp | 82.6%+11.8pp |
| Annual return | -4.76% | 56.96%-61.7pp | 32.53%-37.3pp | 519.73%-524.5pp |
| Employer contribution / active EE | $1,711 | $2,716-37.0% | $1,961-12.7% | $4,779-64.2% |
| Participant deferral / active EE | $3,782 | $3,843-1.6% | $3,108+21.7% | $5,609-32.6% |
| Admin fee / account holder | $344 | $6,522-94.7% | $5,060-93.2% | $10,827-96.8% |