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 | $30,915 | $190,805-83.8% | $159,960-80.7% | $134,475-77.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.38% | 552.23%-572.6pp | 408.60%-429.0pp | 417.96%-438.3pp |
| Employer contribution / active EE | $1,268 | $4,995-74.6% | $4,226-70.0% | $4,740-73.2% |
| Participant deferral / active EE | $6,878 | $6,923-0.6% | $6,182+11.3% | $6,400+7.5% |
| Admin fee / account holder | $5,314 | $10,471-49.3% | $8,698-38.9% | $11,426-53.5% |