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 | $82,031 | $160,055-48.7% | $140,016-41.4% | $135,375-39.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.25% | 911.38%-917.6pp | 651.12%-657.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $2,568 | $6,420-60.0% | $5,606-54.2% | $4,779-46.3% |
| Participant deferral / active EE | $6,031 | $7,642-21.1% | $6,927-12.9% | $5,609+7.5% |
| Admin fee / account holder | $4,242 | $13,328-68.2% | $10,705-60.4% | $10,827-60.8% |