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 | $86,869 | $180,449-51.9% | $154,107-43.6% | $135,375-35.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.69% | 888.09%-896.8pp | 735.12%-743.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $2,748 | $6,035-54.5% | $5,298-48.1% | $4,779-42.5% |
| Participant deferral / active EE | $3,239 | $5,806-44.2% | $5,081-36.2% | $5,609-42.3% |
| Admin fee / account holder | $567 | $16,143-96.5% | $13,411-95.8% | $10,827-94.8% |