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 | $29,572 | $104,106-71.6% | $71,086-58.4% | $135,375-78.2% |
| Participation rate | 94.1% | 65.7%+28.5pp | 54.7%+39.5pp | 82.6%+11.5pp |
| Annual return | -5.84% | 1256.30%-1262.1pp | 650.59%-656.4pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,185 | $1,485-20.2% | $1,088+8.9% | $4,779-75.2% |
| Participant deferral / active EE | $1,874 | $2,527-25.9% | $1,8740% | $5,609-66.6% |
| Admin fee / account holder | $2,097 | $4,142-49.4% | $3,082-32.0% | $10,827-80.6% |