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 | $31,967 | $138,044-76.8% | $125,339-74.5% | $134,475-76.2% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -19.64% | 750.33%-770.0pp | 572.05%-591.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $2,533 | $5,243-51.7% | $4,814-47.4% | $4,740-46.5% |
| Participant deferral / active EE | $3,276 | $7,799-58.0% | $7,446-56.0% | $6,400-48.8% |
| Admin fee / account holder | $887 | $11,571-92.3% | $10,010-91.1% | $11,426-92.2% |