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 | $74,816 | $135,635-44.8% | $110,238-32.1% | $135,375-44.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -2.60% | 513.19%-515.8pp | 314.74%-317.3pp | 519.73%-522.3pp |
| Employer contribution / active EE | $1,670 | $4,906-66.0% | $3,826-56.4% | $4,779-65.1% |
| Participant deferral / active EE | $2,926 | $5,506-46.9% | $4,672-37.4% | $5,609-47.8% |
| Admin fee / account holder | $3,303 | $11,457-71.2% | $8,547-61.4% | $10,827-69.5% |