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 | $55,030 | $92,703-40.6% | $82,719-33.5% | $134,475-59.1% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -9.99% | 944.92%-954.9pp | 701.18%-711.2pp | 417.96%-428.0pp |
| Employer contribution / active EE | $3,337 | $3,274+1.9% | $3,009+10.9% | $4,740-29.6% |
| Participant deferral / active EE | $3,425 | $4,802-28.7% | $4,395-22.1% | $6,400-46.5% |
| Admin fee / account holder | $387 | $5,983-93.5% | $5,329-92.7% | $11,426-96.6% |