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 | $60,788 | $135,635-55.2% | $110,238-44.9% | $135,375-55.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.11% | 513.19%-516.3pp | 314.74%-317.8pp | 519.73%-522.8pp |
| Employer contribution / active EE | $1,231 | $4,906-74.9% | $3,826-67.8% | $4,779-74.2% |
| Participant deferral / active EE | $3,443 | $5,506-37.5% | $4,672-26.3% | $5,609-38.6% |
| Admin fee / account holder | $10,226 | $11,457-10.7% | $8,547+19.6% | $10,827-5.6% |