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 | $57,621 | $56,199+2.5% | $67,652-14.8% | $59,632-3.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -1.30% | 18505.31%-18506.6pp | 6625.04%-6626.3pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $5,235 | $1,614+224.3% | $2,266+131.1% | $2,203+137.7% |
| Participant deferral / active EE | $4,622 | $2,844+62.5% | $3,560+29.8% | $3,192+44.8% |
| Admin fee / account holder | $3,954 | $3,958-0.1% | $4,821-18.0% | $4,297-8.0% |