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 | $19,040 | $138,044-86.2% | $125,339-84.8% | $134,475-85.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.66% | 750.33%-759.0pp | 572.05%-580.7pp | 417.96%-426.6pp |
| Employer contribution / active EE | $1,428 | $5,243-72.8% | $4,814-70.3% | $4,740-69.9% |
| Participant deferral / active EE | $13,915 | $7,799+78.4% | $7,446+86.9% | $6,400+117.4% |
| Admin fee / account holder | $5,465 | $11,571-52.8% | $10,010-45.4% | $11,426-52.2% |