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 | $49,491 | $97,757-49.4% | $83,848-41.0% | $135,375-63.4% |
| Participation rate | 90.0% | 80.0%+10.0pp | 76.1%+13.9pp | 82.6%+7.4pp |
| Annual return | -7.00% | 1287.37%-1294.4pp | 850.88%-857.9pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,152 | $4,222-72.7% | $3,631-68.3% | $4,779-75.9% |
| Participant deferral / active EE | $3,939 | $4,682-15.9% | $4,082-3.5% | $5,609-29.8% |
| Admin fee / account holder | $631 | $6,674-90.5% | $5,478-88.5% | $10,827-94.2% |