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 | $45,006 | $95,971-53.1% | $74,550-39.6% | $135,375-66.8% |
| Participation rate | 88.9% | 75.7%+13.2pp | 69.1%+19.7pp | 82.6%+6.2pp |
| Annual return | -7.19% | 56.96%-64.1pp | 32.53%-39.7pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,569 | $2,716-42.2% | $1,961-20.0% | $4,779-67.2% |
| Participant deferral / active EE | $3,255 | $3,843-15.3% | $3,108+4.7% | $5,609-42.0% |
| Admin fee / account holder | $890 | $6,522-86.3% | $5,060-82.4% | $10,827-91.8% |