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 | $39,980 | $138,065-71.0% | $123,544-67.6% | $135,375-70.5% |
| Participation rate | 88.2% | 84.7%+3.5pp | 82.3%+5.9pp | 82.6%+5.6pp |
| Annual return | -8.23% | 153.68%-161.9pp | 119.20%-127.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $2,329 | $5,151-54.8% | $4,628-49.7% | $4,779-51.3% |
| Participant deferral / active EE | $3,731 | $6,799-45.1% | $6,426-41.9% | $5,609-33.5% |
| Admin fee / account holder | $4,589 | $10,916-58.0% | $9,284-50.6% | $10,827-57.6% |