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 | $89,219 | $180,449-50.6% | $154,107-42.1% | $135,375-34.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.07% | 888.09%-892.2pp | 735.12%-739.2pp | 519.73%-523.8pp |
| Employer contribution / active EE | $4,396 | $6,035-27.2% | $5,298-17.0% | $4,779-8.0% |
| Participant deferral / active EE | $3,258 | $5,806-43.9% | $5,081-35.9% | $5,609-41.9% |
| Admin fee / account holder | $1,217 | $16,143-92.5% | $13,411-90.9% | $10,827-88.8% |