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 | $118,375 | $160,055-26.0% | $140,016-15.5% | $135,375-12.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.52% | 911.38%-914.9pp | 651.12%-654.6pp | 519.73%-523.3pp |
| Employer contribution / active EE | $2,960 | $6,420-53.9% | $5,606-47.2% | $4,779-38.1% |
| Participant deferral / active EE | $7,166 | $7,642-6.2% | $6,927+3.5% | $5,609+27.8% |
| Admin fee / account holder | $3,027 | $13,328-77.3% | $10,705-71.7% | $10,827-72.0% |