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 | $46,313 | $135,635-65.9% | $110,238-58.0% | $135,375-65.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.24% | 513.19%-521.4pp | 314.74%-323.0pp | 519.73%-528.0pp |
| Employer contribution / active EE | $3,912 | $4,906-20.3% | $3,826+2.2% | $4,779-18.1% |
| Participant deferral / active EE | $6,637 | $5,506+20.5% | $4,672+42.1% | $5,609+18.3% |
| Admin fee / account holder | $997 | $11,457-91.3% | $8,547-88.3% | $10,827-90.8% |