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 | $79,239 | $180,449-56.1% | $154,107-48.6% | $135,375-41.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.02% | 888.09%-892.1pp | 735.12%-739.1pp | 519.73%-523.8pp |
| Employer contribution / active EE | $1,943 | $6,035-67.8% | $5,298-63.3% | $4,779-59.3% |
| Participant deferral / active EE | $4,699 | $5,806-19.1% | $5,081-7.5% | $5,609-16.2% |
| Admin fee / account holder | $20,102 | $16,143+24.5% | $13,411+49.9% | $10,827+85.7% |