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 8-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 | $23,466 | $138,044-83.0% | $125,339-81.3% | $134,475-82.5% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -10.28% | 750.33%-760.6pp | 572.05%-582.3pp | 417.96%-428.2pp |
| Employer contribution / active EE | $2,314 | $5,243-55.9% | $4,814-51.9% | $4,740-51.2% |
| Participant deferral / active EE | $8,165 | $7,799+4.7% | $7,446+9.7% | $6,400+27.6% |
| Admin fee / account holder | $1,162 | $11,571-90.0% | $10,010-88.4% | $11,426-89.8% |