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 | $49,893 | $138,044-63.9% | $125,339-60.2% | $134,475-62.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.95% | 750.33%-769.3pp | 572.05%-591.0pp | 417.96%-436.9pp |
| Employer contribution / active EE | $2,847 | $5,243-45.7% | $4,814-40.9% | $4,740-39.9% |
| Participant deferral / active EE | $3,443 | $7,799-55.8% | $7,446-53.8% | $6,400-46.2% |
| Admin fee / account holder | $9,487 | $11,571-18.0% | $10,010-5.2% | $11,426-17.0% |