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 | $25,541 | $190,805-86.6% | $159,960-84.0% | $134,475-81.0% |
| Participation rate | 81.8% | 81.9%-0.1pp | 78.0%+3.9pp | 81.2%+0.6pp |
| Annual return | -19.79% | 552.23%-572.0pp | 408.60%-428.4pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,831 | $4,995-63.4% | $4,226-56.7% | $4,740-61.4% |
| Participant deferral / active EE | $3,734 | $6,923-46.1% | $6,182-39.6% | $6,400-41.7% |
| Admin fee / account holder | $1,050 | $10,471-90.0% | $8,698-87.9% | $11,426-90.8% |