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 | $50,679 | $160,055-68.3% | $140,016-63.8% | $135,375-62.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.32% | 911.38%-914.7pp | 651.12%-654.4pp | 519.73%-523.1pp |
| Employer contribution / active EE | $1,514 | $6,420-76.4% | $5,606-73.0% | $4,779-68.3% |
| Participant deferral / active EE | $3,224 | $7,642-57.8% | $6,927-53.5% | $5,609-42.5% |
| Admin fee / account holder | $3,479 | $13,328-73.9% | $10,705-67.5% | $10,827-67.9% |