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 | $24,761 | $44,850-44.8% | $60,547-59.1% | $59,632-58.5% |
| Participation rate | 97.3% | 59.5%+37.8pp | 68.0%+29.3pp | 68.7%+28.6pp |
| Annual return | -1.23% | 1074.14%-1075.4pp | 335.64%-336.9pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $4,146 | $1,462+183.6% | $2,419+71.4% | $2,203+88.2% |
| Participant deferral / active EE | $820 | $2,230-63.2% | $3,328-75.4% | $3,192-74.3% |
| Admin fee / account holder | $1,292 | $3,635-64.5% | $4,536-71.5% | $4,297-69.9% |