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 | $42,775 | $99,640-57.1% | $86,436-50.5% | $134,475-68.2% |
| Participation rate | 81.8% | 82.0%-0.2pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -18.82% | 6782.58%-6801.4pp | 4394.89%-4413.7pp | 417.96%-436.8pp |
| Employer contribution / active EE | $2,828 | $4,400-35.7% | $3,769-25.0% | $4,740-40.3% |
| Participant deferral / active EE | $5,506 | $7,246-24.0% | $6,952-20.8% | $6,400-14.0% |
| Admin fee / account holder | $3,672 | $8,371-56.1% | $6,731-45.4% | $11,426-67.9% |