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 | $142,322 | $190,805-25.4% | $159,960-11.0% | $134,475+5.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.53% | 552.23%-570.8pp | 408.60%-427.1pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,369 | $4,995-52.6% | $4,226-43.9% | $4,740-50.0% |
| Participant deferral / active EE | $5,494 | $6,923-20.6% | $6,182-11.1% | $6,400-14.1% |
| Admin fee / account holder | $1,330 | $10,471-87.3% | $8,698-84.7% | $11,426-88.4% |