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 | $51,906 | $160,055-67.6% | $140,016-62.9% | $135,375-61.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.94% | 911.38%-915.3pp | 651.12%-655.1pp | 519.73%-523.7pp |
| Employer contribution / active EE | $4,327 | $6,420-32.6% | $5,606-22.8% | $4,779-9.4% |
| Participant deferral / active EE | $10,652 | $7,642+39.4% | $6,927+53.8% | $5,609+89.9% |
| Admin fee / account holder | $35,941 | $13,328+169.7% | $10,705+235.7% | $10,827+232.0% |