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 | $32,314 | $138,044-76.6% | $125,339-74.2% | $134,475-76.0% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -20.10% | 750.33%-770.4pp | 572.05%-592.2pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,988 | $5,243-62.1% | $4,814-58.7% | $4,740-58.1% |
| Participant deferral / active EE | $4,926 | $7,799-36.8% | $7,446-33.8% | $6,400-23.0% |
| Admin fee / account holder | $2,753 | $11,571-76.2% | $10,010-72.5% | $11,426-75.9% |