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 | $22,573 | $92,703-75.7% | $82,719-72.7% | $134,475-83.2% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.1pp | 81.2%+10.4pp |
| Annual return | -15.53% | 944.92%-960.5pp | 701.18%-716.7pp | 417.96%-433.5pp |
| Employer contribution / active EE | $1,178 | $3,274-64.0% | $3,009-60.8% | $4,740-75.1% |
| Participant deferral / active EE | $1,841 | $4,802-61.7% | $4,395-58.1% | $6,400-71.2% |
| Admin fee / account holder | $1,016 | $5,983-83.0% | $5,329-80.9% | $11,426-91.1% |