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 | $38,812 | $180,449-78.5% | $154,107-74.8% | $135,375-71.3% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -6.43% | 888.09%-894.5pp | 735.12%-741.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $3,975 | $6,035-34.1% | $5,298-25.0% | $4,779-16.8% |
| Participant deferral / active EE | $9,375 | $5,806+61.5% | $5,081+84.5% | $5,609+67.1% |
| Admin fee / account holder | $12,980 | $16,143-19.6% | $13,411-3.2% | $10,827+19.9% |