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 | $31,870 | $92,703-65.6% | $82,719-61.5% | $134,475-76.3% |
| Participation rate | 94.7% | 75.2%+19.5pp | 72.6%+22.2pp | 81.2%+13.5pp |
| Annual return | -17.11% | 944.92%-962.0pp | 701.18%-718.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,651 | $3,274-19.0% | $3,009-11.9% | $4,740-44.1% |
| Participant deferral / active EE | $6,597 | $4,802+37.4% | $4,395+50.1% | $6,400+3.1% |
| Admin fee / account holder | $6,802 | $5,983+13.7% | $5,329+27.6% | $11,426-40.5% |