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 | $56,046 | $190,805-70.6% | $159,960-65.0% | $134,475-58.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.59% | 552.23%-567.8pp | 408.60%-424.2pp | 417.96%-433.6pp |
| Employer contribution / active EE | $2,094 | $4,995-58.1% | $4,226-50.5% | $4,740-55.8% |
| Participant deferral / active EE | $3,144 | $6,923-54.6% | $6,182-49.1% | $6,400-50.9% |
| Admin fee / account holder | $1,658 | $10,471-84.2% | $8,698-80.9% | $11,426-85.5% |