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 | $78,603 | $99,640-21.1% | $86,436-9.1% | $134,475-41.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.76% | 6782.58%-6800.3pp | 4394.89%-4412.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $6,466 | $4,400+46.9% | $3,769+71.6% | $4,740+36.4% |
| Participant deferral / active EE | $6,389 | $7,246-11.8% | $6,952-8.1% | $6,400-0.2% |
| Admin fee / account holder | $7,473 | $8,371-10.7% | $6,731+11.0% | $11,426-34.6% |