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 | $100,653 | $135,635-25.8% | $110,238-8.7% | $135,375-25.6% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.8%+9.1pp | 82.6%+6.2pp |
| Annual return | -5.96% | 513.19%-519.1pp | 314.74%-320.7pp | 519.73%-525.7pp |
| Employer contribution / active EE | $13,624 | $4,906+177.7% | $3,826+256.1% | $4,779+185.1% |
| Participant deferral / active EE | $14,604 | $5,506+165.2% | $4,672+212.6% | $5,609+160.4% |
| Admin fee / account holder | $6,226 | $11,457-45.7% | $8,547-27.2% | $10,827-42.5% |