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 | $56,228 | $138,044-59.3% | $125,339-55.1% | $134,475-58.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.64% | 750.33%-767.0pp | 572.05%-588.7pp | 417.96%-434.6pp |
| Employer contribution / active EE | $3,673 | $5,243-29.9% | $4,814-23.7% | $4,740-22.5% |
| Participant deferral / active EE | $5,855 | $7,799-24.9% | $7,446-21.4% | $6,400-8.5% |
| Admin fee / account holder | $14,746 | $11,571+27.4% | $10,010+47.3% | $11,426+29.1% |