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 | $45,663 | $160,055-71.5% | $140,016-67.4% | $135,375-66.3% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.5%+3.4pp | 82.6%+8.3pp |
| Annual return | -6.78% | 911.38%-918.2pp | 651.12%-657.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,642 | $6,420-74.4% | $5,606-70.7% | $4,779-65.6% |
| Participant deferral / active EE | $4,831 | $7,642-36.8% | $6,927-30.3% | $5,609-13.9% |
| Admin fee / account holder | $903 | $13,328-93.2% | $10,705-91.6% | $10,827-91.7% |