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 | $58,456 | $92,703-36.9% | $82,719-29.3% | $134,475-56.5% |
| Participation rate | 95.0% | 75.2%+19.8pp | 72.6%+22.4pp | 81.2%+13.8pp |
| Annual return | -5.29% | 944.92%-950.2pp | 701.18%-706.5pp | 417.96%-423.3pp |
| Employer contribution / active EE | $679 | $3,274-79.3% | $3,009-77.4% | $4,740-85.7% |
| Participant deferral / active EE | $4,541 | $4,802-5.4% | $4,395+3.3% | $6,400-29.0% |
| Admin fee / account holder | $2,006 | $5,983-66.5% | $5,329-62.4% | $11,426-82.4% |