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 | $45,527 | $84,402-46.1% | $61,373-25.8% | $134,475-66.1% |
| Participation rate | 92.3% | 62.2%+30.1pp | 52.6%+39.7pp | 81.2%+11.1pp |
| Annual return | -18.37% | 584.55%-602.9pp | 338.61%-357.0pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,730 | $1,544+12.0% | $1,159+49.2% | $4,740-63.5% |
| Participant deferral / active EE | $2,941 | $2,819+4.3% | $2,125+38.4% | $6,400-54.0% |
| Admin fee / account holder | $726 | $2,585-71.9% | $2,130-65.9% | $11,426-93.6% |