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 | $97,633 | $138,044-29.3% | $125,339-22.1% | $134,475-27.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.76% | 750.33%-767.1pp | 572.05%-588.8pp | 417.96%-434.7pp |
| Employer contribution / active EE | $3,635 | $5,243-30.7% | $4,814-24.5% | $4,740-23.3% |
| Participant deferral / active EE | $17,028 | $7,799+118.3% | $7,446+128.7% | $6,400+166.1% |
| Admin fee / account holder | $6,163 | $11,571-46.7% | $10,010-38.4% | $11,426-46.1% |