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 5-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 | $71,013 | $138,044-48.6% | $125,339-43.3% | $134,475-47.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.45% | 750.33%-768.8pp | 572.05%-590.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $3,395 | $5,243-35.3% | $4,814-29.5% | $4,740-28.4% |
| Participant deferral / active EE | $7,882 | $7,799+1.1% | $7,446+5.8% | $6,400+23.2% |
| Admin fee / account holder | $2,562 | $11,571-77.9% | $10,010-74.4% | $11,426-77.6% |