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 | $48,818 | $97,757-50.1% | $83,848-41.8% | $135,375-63.9% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -7.61% | 1287.37%-1295.0pp | 850.88%-858.5pp | 519.73%-527.3pp |
| Employer contribution / active EE | $3,385 | $4,222-19.8% | $3,631-6.8% | $4,779-29.2% |
| Participant deferral / active EE | $3,385 | $4,682-27.7% | $4,082-17.1% | $5,609-39.6% |
| Admin fee / account holder | $302 | $6,674-95.5% | $5,478-94.5% | $10,827-97.2% |