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 | $27,810 | $190,805-85.4% | $159,960-82.6% | $134,475-79.3% |
| Participation rate | 81.3% | 81.9%-0.7pp | 78.0%+3.3pp | 81.2%0pp |
| Annual return | -18.02% | 552.23%-570.3pp | 408.60%-426.6pp | 417.96%-436.0pp |
| Employer contribution / active EE | $981 | $4,995-80.4% | $4,226-76.8% | $4,740-79.3% |
| Participant deferral / active EE | $2,986 | $6,923-56.9% | $6,182-51.7% | $6,400-53.3% |
| Admin fee / account holder | $1,538 | $10,471-85.3% | $8,698-82.3% | $11,426-86.5% |