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 | $115,888 | $190,805-39.3% | $159,960-27.6% | $134,475-13.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.43% | 552.23%-570.7pp | 408.60%-427.0pp | 417.96%-436.4pp |
| Employer contribution / active EE | $7,080 | $4,995+41.7% | $4,226+67.5% | $4,740+49.4% |
| Participant deferral / active EE | $10,359 | $6,923+49.6% | $6,182+67.6% | $6,400+61.9% |
| Admin fee / account holder | $903 | $10,471-91.4% | $8,698-89.6% | $11,426-92.1% |