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 | $24,896 | $133,958-81.4% | $112,228-77.8% | $134,475-81.5% |
| Participation rate | 94.7% | 78.6%+16.2pp | 75.1%+19.7pp | 81.2%+13.5pp |
| Annual return | -17.83% | 47.11%-64.9pp | 27.45%-45.3pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,651 | $4,038-59.1% | $3,635-54.6% | $4,740-65.2% |
| Participant deferral / active EE | $2,358 | $5,291-55.4% | $4,728-50.1% | $6,400-63.2% |
| Admin fee / account holder | $359 | $7,489-95.2% | $6,410-94.4% | $11,426-96.9% |