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 | $68,401 | $97,757-30.0% | $83,848-18.4% | $135,375-49.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.38% | 1287.37%-1292.8pp | 850.88%-856.3pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,696 | $4,222-59.8% | $3,631-53.3% | $4,779-64.5% |
| Participant deferral / active EE | $5,900 | $4,682+26.0% | $4,082+44.6% | $5,609+5.2% |
| Admin fee / account holder | $2,162 | $6,674-67.6% | $5,478-60.5% | $10,827-80.0% |