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 | $76,433 | $97,757-21.8% | $83,848-8.8% | $135,375-43.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.99% | 1287.37%-1294.4pp | 850.88%-857.9pp | 519.73%-526.7pp |
| Employer contribution / active EE | $17,458 | $4,222+313.5% | $3,631+380.8% | $4,779+265.3% |
| Participant deferral / active EE | $13,290 | $4,682+183.8% | $4,082+225.6% | $5,609+137.0% |
| Admin fee / account holder | $3,488 | $6,674-47.7% | $5,478-36.3% | $10,827-67.8% |