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 | $103,679 | $180,449-42.5% | $154,107-32.7% | $135,375-23.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.83% | 888.09%-894.9pp | 735.12%-742.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $7,279 | $6,035+20.6% | $5,298+37.4% | $4,779+52.3% |
| Participant deferral / active EE | $3,727 | $5,806-35.8% | $5,081-26.6% | $5,609-33.6% |
| Admin fee / account holder | $9,115 | $16,143-43.5% | $13,411-32.0% | $10,827-15.8% |