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 | $59,633 | $168,632-64.6% | $147,614-59.6% | $125,391-52.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.18% | 77.65%-80.8pp | 61.98%-65.2pp | 282.22%-285.4pp |
| Employer contribution / active EE | $11,345 | $6,252+81.5% | $5,564+103.9% | $4,866+133.2% |
| Participant deferral / active EE | $12,020 | $5,507+118.3% | $4,895+145.5% | $5,352+124.6% |
| Admin fee / account holder | $880 | $13,580-93.5% | $11,611-92.4% | $9,540-90.8% |