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 | $75,884 | $142,344-46.7% | $119,609-36.6% | $134,475-43.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.16% | -12.44%-3.7pp | -14.97%-1.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $15,376 | $5,222+194.4% | $4,232+263.3% | $4,740+224.4% |
| Participant deferral / active EE | $10,580 | $6,469+63.5% | $5,602+88.9% | $6,400+65.3% |
| Admin fee / account holder | $2,012 | $13,584-85.2% | $10,323-80.5% | $11,426-82.4% |