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 | $25,888 | $104,106-75.1% | $71,086-63.6% | $135,375-80.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -5.82% | 1256.30%-1262.1pp | 650.59%-656.4pp | 519.73%-525.6pp |
| Employer contribution / active EE | $916 | $1,485-38.3% | $1,088-15.8% | $4,779-80.8% |
| Participant deferral / active EE | $1,672 | $2,527-33.8% | $1,874-10.8% | $5,609-70.2% |
| Admin fee / account holder | $23,170 | $4,142+459.4% | $3,082+651.7% | $10,827+114.0% |