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 5-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 | $24,074 | $138,044-82.6% | $125,339-80.8% | $134,475-82.1% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.6pp | 81.2%-8.5pp |
| Annual return | -13.79% | 750.33%-764.1pp | 572.05%-585.8pp | 417.96%-431.8pp |
| Employer contribution / active EE | $2,339 | $5,243-55.4% | $4,814-51.4% | $4,740-50.7% |
| Participant deferral / active EE | $5,588 | $7,799-28.4% | $7,446-25.0% | $6,400-12.7% |
| Admin fee / account holder | $686 | $11,571-94.1% | $10,010-93.2% | $11,426-94.0% |