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 | $39,616 | $160,055-75.2% | $140,016-71.7% | $135,375-70.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.39% | 911.38%-919.8pp | 651.12%-659.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,486 | $6,420-76.9% | $5,606-73.5% | $4,779-68.9% |
| Participant deferral / active EE | $4,374 | $7,642-42.8% | $6,927-36.9% | $5,609-22.0% |
| Admin fee / account holder | $514 | $13,328-96.1% | $10,705-95.2% | $10,827-95.3% |