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 | $46,958 | $138,044-66.0% | $125,339-62.5% | $134,475-65.1% |
| Participation rate | 95.7% | 84.5%+11.2pp | 82.4%+13.3pp | 81.2%+14.4pp |
| Annual return | -16.65% | 750.33%-767.0pp | 572.05%-588.7pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,164 | $5,243-58.7% | $4,814-55.1% | $4,740-54.3% |
| Participant deferral / active EE | $3,239 | $7,799-58.5% | $7,446-56.5% | $6,400-49.4% |
| Admin fee / account holder | $921 | $11,571-92.0% | $10,010-90.8% | $11,426-91.9% |