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 | $38,229 | $97,757-60.9% | $83,848-54.4% | $135,375-71.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.10% | 1287.37%-1289.5pp | 850.88%-853.0pp | 519.73%-521.8pp |
| Employer contribution / active EE | $9,912 | $4,222+134.8% | $3,631+173.0% | $4,779+107.4% |
| Participant deferral / active EE | $8,983 | $4,682+91.9% | $4,082+120.1% | $5,609+60.2% |
| Admin fee / account holder | $87,195 | $6,674+1206.5% | $5,478+1491.7% | $10,827+705.3% |