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 | $115,995 | $97,757+18.7% | $83,848+38.3% | $135,375-14.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.15% | 1287.37%-1292.5pp | 850.88%-856.0pp | 519.73%-524.9pp |
| Employer contribution / active EE | $2,841 | $4,222-32.7% | $3,631-21.7% | $4,779-40.5% |
| Participant deferral / active EE | $14,887 | $4,682+217.9% | $4,082+264.7% | $5,609+165.4% |
| Admin fee / account holder | $7,048 | $6,674+5.6% | $5,478+28.7% | $10,827-34.9% |