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 | $164,789 | $190,805-13.6% | $159,960+3.0% | $134,475+22.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.44% | 552.23%-571.7pp | 408.60%-428.0pp | 417.96%-437.4pp |
| Employer contribution / active EE | $8,119 | $4,995+62.5% | $4,226+92.1% | $4,740+71.3% |
| Participant deferral / active EE | $8,831 | $6,923+27.6% | $6,182+42.8% | $6,400+38.0% |
| Admin fee / account holder | $3,889 | $10,471-62.9% | $8,698-55.3% | $11,426-66.0% |