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 | $80,196 | $138,044-41.9% | $125,339-36.0% | $134,475-40.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.69% | 750.33%-770.0pp | 572.05%-591.7pp | 417.96%-437.7pp |
| Employer contribution / active EE | $2,246 | $5,243-57.2% | $4,814-53.3% | $4,740-52.6% |
| Participant deferral / active EE | $4,819 | $7,799-38.2% | $7,446-35.3% | $6,400-24.7% |
| Admin fee / account holder | $1,494 | $11,571-87.1% | $10,010-85.1% | $11,426-86.9% |