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 | $40,678 | $90,600-55.1% | $79,464-48.8% | $135,375-70.0% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -9.40% | 977.43%-986.8pp | 718.14%-727.5pp | 519.73%-529.1pp |
| Employer contribution / active EE | $1,540 | $3,068-49.8% | $2,800-45.0% | $4,779-67.8% |
| Participant deferral / active EE | $1,345 | $4,050-66.8% | $3,704-63.7% | $5,609-76.0% |
| Admin fee / account holder | $1,261 | $5,907-78.6% | $5,113-75.3% | $10,827-88.4% |