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 | $104,879 | $138,065-24.0% | $123,544-15.1% | $135,375-22.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.19% | 153.68%-155.9pp | 119.20%-121.4pp | 519.73%-521.9pp |
| Employer contribution / active EE | $3,464 | $5,151-32.8% | $4,628-25.2% | $4,779-27.5% |
| Participant deferral / active EE | $5,984 | $6,799-12.0% | $6,426-6.9% | $5,609+6.7% |
| Admin fee / account holder | $94,133 | $10,916+762.4% | $9,284+913.9% | $10,827+769.4% |