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 | $54,507 | $180,449-69.8% | $154,107-64.6% | $135,375-59.7% |
| Participation rate | 92.9% | 87.4%+5.4pp | 83.0%+9.8pp | 82.6%+10.2pp |
| Annual return | -7.09% | 888.09%-895.2pp | 735.12%-742.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $7,352 | $6,035+21.8% | $5,298+38.8% | $4,779+53.8% |
| Participant deferral / active EE | $2,196 | $5,806-62.2% | $5,081-56.8% | $5,609-60.9% |
| Admin fee / account holder | $8,710 | $16,143-46.0% | $13,411-35.1% | $10,827-19.6% |