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 | $75,683 | $180,449-58.1% | $154,107-50.9% | $135,375-44.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.61% | 888.09%-895.7pp | 735.12%-742.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,708 | $6,035-71.7% | $5,298-67.8% | $4,779-64.3% |
| Participant deferral / active EE | $3,644 | $5,806-37.2% | $5,081-28.3% | $5,609-35.0% |
| Admin fee / account holder | $1,183 | $16,143-92.7% | $13,411-91.2% | $10,827-89.1% |