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 | $33,813 | $84,695-60.1% | $73,843-54.2% | $125,391-73.0% |
| Participation rate | 84.6% | 76.8%+7.9pp | 73.4%+11.2pp | 83.2%+1.4pp |
| Annual return | -2.34% | 3123.53%-3125.9pp | 2267.84%-2270.2pp | 282.22%-284.6pp |
| Employer contribution / active EE | $2,283 | $3,123-26.9% | $2,787-18.1% | $4,866-53.1% |
| Participant deferral / active EE | $1,332 | $3,992-66.6% | $3,583-62.8% | $5,352-75.1% |
| Admin fee / account holder | $814 | $5,691-85.7% | $4,880-83.3% | $9,540-91.5% |