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 | $86,979 | $97,757-11.0% | $83,848+3.7% | $135,375-35.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.50% | 1287.37%-1290.9pp | 850.88%-854.4pp | 519.73%-523.2pp |
| Employer contribution / active EE | $3,038 | $4,222-28.0% | $3,631-16.3% | $4,779-36.4% |
| Participant deferral / active EE | $3,922 | $4,682-16.2% | $4,082-3.9% | $5,609-30.1% |
| Admin fee / account holder | $8,730 | $6,674+30.8% | $5,478+59.4% | $10,827-19.4% |