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 | $32,710 | $92,703-64.7% | $82,719-60.5% | $134,475-75.7% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -15.94% | 944.92%-960.9pp | 701.18%-717.1pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,805 | $3,274-14.3% | $3,009-6.8% | $4,740-40.8% |
| Participant deferral / active EE | $6,671 | $4,802+38.9% | $4,395+51.8% | $6,400+4.2% |
| Admin fee / account holder | $5,236 | $5,983-12.5% | $5,329-1.7% | $11,426-54.2% |