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 | $33,569 | $133,958-74.9% | $112,228-70.1% | $134,475-75.0% |
| Participation rate | 95.7% | 78.6%+17.1pp | 75.1%+20.6pp | 81.2%+14.4pp |
| Annual return | -17.22% | 47.11%-64.3pp | 27.45%-44.7pp | 417.96%-435.2pp |
| Employer contribution / active EE | $1,479 | $4,038-63.4% | $3,635-59.3% | $4,740-68.8% |
| Participant deferral / active EE | $3,377 | $5,291-36.2% | $4,728-28.6% | $6,400-47.2% |
| Admin fee / account holder | $534 | $7,489-92.9% | $6,410-91.7% | $11,426-95.3% |