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 | $39,877 | $106,543-62.6% | $91,220-56.3% | $134,475-70.3% |
| Participation rate | 83.3% | 76.8%+6.5pp | 73.2%+10.1pp | 81.2%+2.1pp |
| Annual return | -16.57% | 160.60%-177.2pp | 114.01%-130.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,889 | $3,331-13.3% | $2,850+1.4% | $4,740-39.0% |
| Participant deferral / active EE | $2,626 | $4,719-44.3% | $4,234-38.0% | $6,400-59.0% |
| Admin fee / account holder | $19,258 | $6,231+209.1% | $5,420+255.3% | $11,426+68.5% |