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 | $49,401 | $97,757-49.5% | $83,848-41.1% | $135,375-63.5% |
| Participation rate | 90.0% | 80.0%+10.0pp | 76.1%+13.9pp | 82.6%+7.4pp |
| Annual return | -6.80% | 1287.37%-1294.2pp | 850.88%-857.7pp | 519.73%-526.5pp |
| Employer contribution / active EE | $2,618 | $4,222-38.0% | $3,631-27.9% | $4,779-45.2% |
| Participant deferral / active EE | $6,906 | $4,682+47.5% | $4,082+69.2% | $5,609+23.1% |
| Admin fee / account holder | $3,391 | $6,674-49.2% | $5,478-38.1% | $10,827-68.7% |