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 | $18,770 | $138,044-86.4% | $125,339-85.0% | $134,475-86.0% |
| Participation rate | 85.0% | 84.5%+0.5pp | 82.4%+2.6pp | 81.2%+3.8pp |
| Annual return | -18.83% | 750.33%-769.2pp | 572.05%-590.9pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,234 | $5,243-76.5% | $4,814-74.4% | $4,740-74.0% |
| Participant deferral / active EE | $3,431 | $7,799-56.0% | $7,446-53.9% | $6,400-46.4% |
| Admin fee / account holder | $2,597 | $11,571-77.6% | $10,010-74.1% | $11,426-77.3% |