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 | $60,033 | $88,594-32.2% | $70,092-14.4% | $134,475-55.4% |
| Participation rate | 88.9% | 74.9%+14.0pp | 70.5%+18.4pp | 81.2%+7.7pp |
| Annual return | -20.23% | 442.67%-462.9pp | 190.73%-211.0pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,883 | $3,233-41.7% | $2,559-26.4% | $4,740-60.3% |
| Participant deferral / active EE | $3,710 | $4,772-22.3% | $3,849-3.6% | $6,400-42.0% |
| Admin fee / account holder | $1,130 | $10,441-89.2% | $6,267-82.0% | $11,426-90.1% |