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 | $30,031 | $138,044-78.2% | $125,339-76.0% | $134,475-77.7% |
| Participation rate | 95.7% | 84.5%+11.2pp | 82.4%+13.3pp | 81.2%+14.4pp |
| Annual return | -17.07% | 750.33%-767.4pp | 572.05%-589.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,296 | $5,243-56.2% | $4,814-52.3% | $4,740-51.6% |
| Participant deferral / active EE | $4,029 | $7,799-48.3% | $7,446-45.9% | $6,400-37.0% |
| Admin fee / account holder | $4,776 | $11,571-58.7% | $10,010-52.3% | $11,426-58.2% |