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 5-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 | $34,772 | $190,805-81.8% | $159,960-78.3% | $134,475-74.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.83% | 552.23%-569.1pp | 408.60%-425.4pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,550 | $4,995-69.0% | $4,226-63.3% | $4,740-67.3% |
| Participant deferral / active EE | $3,014 | $6,923-56.5% | $6,182-51.2% | $6,400-52.9% |
| Admin fee / account holder | $679 | $10,471-93.5% | $8,698-92.2% | $11,426-94.1% |