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 | $45,790 | $92,703-50.6% | $82,719-44.6% | $134,475-65.9% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -14.86% | 944.92%-959.8pp | 701.18%-716.0pp | 417.96%-432.8pp |
| Employer contribution / active EE | $1,016 | $3,274-69.0% | $3,009-66.2% | $4,740-78.6% |
| Participant deferral / active EE | $2,027 | $4,802-57.8% | $4,395-53.9% | $6,400-68.3% |
| Admin fee / account holder | $577 | $5,983-90.4% | $5,329-89.2% | $11,426-95.0% |