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 | $33,835 | $138,044-75.5% | $125,339-73.0% | $134,475-74.8% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -15.42% | 750.33%-765.7pp | 572.05%-587.5pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,285 | $5,243-75.5% | $4,814-73.3% | $4,740-72.9% |
| Participant deferral / active EE | $3,479 | $7,799-55.4% | $7,446-53.3% | $6,400-45.6% |
| Admin fee / account holder | $10,729 | $11,571-7.3% | $10,010+7.2% | $11,426-6.1% |