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 8-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 | $30,075 | $138,044-78.2% | $125,339-76.0% | $134,475-77.6% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -17.98% | 750.33%-768.3pp | 572.05%-590.0pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,101 | $5,243-79.0% | $4,814-77.1% | $4,740-76.8% |
| Participant deferral / active EE | $4,221 | $7,799-45.9% | $7,446-43.3% | $6,400-34.0% |
| Admin fee / account holder | $351 | $11,571-97.0% | $10,010-96.5% | $11,426-96.9% |