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 | $100,012 | $158,817-37.0% | $121,196-17.5% | $135,375-26.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -8.04% | -0.64%-7.4pp | 16.93%-25.0pp | 519.73%-527.8pp |
| Employer contribution / active EE | $20,834 | $5,665+267.8% | $4,022+418.0% | $4,779+336.0% |
| Participant deferral / active EE | $14,025 | $4,005+250.2% | $3,344+319.3% | $5,609+150.1% |
| Admin fee / account holder | $1,473 | $6,512-77.4% | $5,019-70.6% | $10,827-86.4% |