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 | $23,063 | $97,757-76.4% | $83,848-72.5% | $135,375-83.0% |
| Participation rate | 76.9% | 80.0%-3.0pp | 76.1%+0.8pp | 82.6%-5.7pp |
| Annual return | -7.05% | 1287.37%-1294.4pp | 850.88%-857.9pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,217 | $4,222-71.2% | $3,631-66.5% | $4,779-74.5% |
| Participant deferral / active EE | $4,208 | $4,682-10.1% | $4,082+3.1% | $5,609-25.0% |
| Admin fee / account holder | $498 | $6,674-92.5% | $5,478-90.9% | $10,827-95.4% |