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 | $107,222 | $92,703+15.7% | $82,719+29.6% | $134,475-20.3% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -15.23% | 944.92%-960.1pp | 701.18%-716.4pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,026 | $3,274-38.1% | $3,009-32.7% | $4,740-57.2% |
| Participant deferral / active EE | $2,026 | $4,802-57.8% | $4,395-53.9% | $6,400-68.3% |
| Admin fee / account holder | $5,152 | $5,983-13.9% | $5,329-3.3% | $11,426-54.9% |