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 | $15,992 | $138,044-88.4% | $125,339-87.2% | $134,475-88.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.20% | 750.33%-759.5pp | 572.05%-581.3pp | 417.96%-427.2pp |
| Employer contribution / active EE | $5,528 | $5,243+5.4% | $4,814+14.8% | $4,740+16.6% |
| Participant deferral / active EE | $6,500 | $7,799-16.7% | $7,446-12.7% | $6,400+1.6% |
| Admin fee / account holder | $239,824 | $11,571+1972.6% | $10,010+2296.0% | $11,426+1998.9% |