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 | $73,670 | $190,805-61.4% | $159,960-53.9% | $134,475-45.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.29% | 552.23%-572.5pp | 408.60%-428.9pp | 417.96%-438.3pp |
| Employer contribution / active EE | $6,582 | $4,995+31.8% | $4,226+55.8% | $4,740+38.9% |
| Participant deferral / active EE | $12,974 | $6,923+87.4% | $6,182+109.9% | $6,400+102.7% |
| Admin fee / account holder | $2,243 | $10,471-78.6% | $8,698-74.2% | $11,426-80.4% |