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 | $120,808 | $106,543+13.4% | $91,220+32.4% | $134,475-10.2% |
| Participation rate | 90.5% | 76.8%+13.7pp | 73.2%+17.3pp | 81.2%+9.3pp |
| Annual return | -11.01% | 160.60%-171.6pp | 114.01%-125.0pp | 417.96%-429.0pp |
| Employer contribution / active EE | $1,129 | $3,331-66.1% | $2,850-60.4% | $4,740-76.2% |
| Participant deferral / active EE | $5,129 | $4,719+8.7% | $4,234+21.1% | $6,400-19.9% |
| Admin fee / account holder | $4,316 | $6,231-30.7% | $5,420-20.4% | $11,426-62.2% |