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 | $13,280 | $54,350-75.6% | $82,719-83.9% | $68,494-80.6% |
| Participation rate | 97.4% | 63.9%+33.5pp | 72.6%+24.8pp | 67.9%+29.5pp |
| Annual return | -13.70% | -13.67%0pp | 701.18%-714.9pp | -7.84%-5.9pp |
| Employer contribution / active EE | $837 | $2,218-62.3% | $3,009-72.2% | $2,596-67.8% |
| Participant deferral / active EE | $4,105 | $3,246+26.5% | $4,395-6.6% | $4,027+1.9% |
| Admin fee / account holder | $1,980 | $4,395-54.9% | $5,329-62.8% | $5,403-63.3% |