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 | $95,777 | $180,449-46.9% | $154,107-37.9% | $135,375-29.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.34% | 888.09%-891.4pp | 735.12%-738.5pp | 519.73%-523.1pp |
| Employer contribution / active EE | $20,429 | $6,035+238.5% | $5,298+285.6% | $4,779+327.5% |
| Participant deferral / active EE | $8,115 | $5,806+39.8% | $5,081+59.7% | $5,609+44.7% |
| Admin fee / account holder | $115,639 | $16,143+616.4% | $13,411+762.3% | $10,827+968.1% |