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 | $34,428 | $168,632-79.6% | $147,614-76.7% | $125,391-72.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.97% | 77.65%-78.6pp | 61.98%-62.9pp | 282.22%-283.2pp |
| Employer contribution / active EE | $2,997 | $6,252-52.1% | $5,564-46.1% | $4,866-38.4% |
| Participant deferral / active EE | $3,500 | $5,507-36.4% | $4,895-28.5% | $5,352-34.6% |
| Admin fee / account holder | $949 | $13,580-93.0% | $11,611-91.8% | $9,540-90.1% |