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 | $78,429 | $180,449-56.5% | $154,107-49.1% | $135,375-42.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.41% | 888.09%-895.5pp | 735.12%-742.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $6,876 | $6,035+13.9% | $5,298+29.8% | $4,779+43.9% |
| Participant deferral / active EE | $14,772 | $5,806+154.4% | $5,081+190.7% | $5,609+163.4% |
| Admin fee / account holder | $3,875 | $16,143-76.0% | $13,411-71.1% | $10,827-64.2% |