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 | $26,382 | $135,635-80.5% | $110,238-76.1% | $135,375-80.5% |
| Participation rate | 93.3% | 83.5%+9.9pp | 79.8%+13.5pp | 82.6%+10.7pp |
| Annual return | -0.65% | 513.19%-513.8pp | 314.74%-315.4pp | 519.73%-520.4pp |
| Employer contribution / active EE | $1,249 | $4,906-74.6% | $3,826-67.4% | $4,779-73.9% |
| Participant deferral / active EE | $2,134 | $5,506-61.3% | $4,672-54.3% | $5,609-62.0% |
| Admin fee / account holder | $1,872 | $11,457-83.7% | $8,547-78.1% | $10,827-82.7% |