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 | $95,882 | $92,703+3.4% | $82,719+15.9% | $134,475-28.7% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -9.04% | 944.92%-954.0pp | 701.18%-710.2pp | 417.96%-427.0pp |
| Employer contribution / active EE | $2,855 | $3,274-12.8% | $3,009-5.1% | $4,740-39.8% |
| Participant deferral / active EE | $6,281 | $4,802+30.8% | $4,395+42.9% | $6,400-1.9% |
| Admin fee / account holder | $619 | $5,983-89.7% | $5,329-88.4% | $11,426-94.6% |