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 | $93,116 | $138,044-32.5% | $125,339-25.7% | $134,475-30.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.27% | 750.33%-768.6pp | 572.05%-590.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $5,662 | $5,243+8.0% | $4,814+17.6% | $4,740+19.4% |
| Participant deferral / active EE | $11,846 | $7,799+51.9% | $7,446+59.1% | $6,400+85.1% |
| Admin fee / account holder | $3,018 | $11,571-73.9% | $10,010-69.8% | $11,426-73.6% |