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 | $34,560 | $97,757-64.6% | $83,848-58.8% | $135,375-74.5% |
| Participation rate | 91.7% | 80.0%+11.7pp | 76.1%+15.5pp | 82.6%+9.0pp |
| Annual return | -6.87% | 1287.37%-1294.2pp | 850.88%-857.7pp | 519.73%-526.6pp |
| Employer contribution / active EE | $4,228 | $4,222+0.1% | $3,631+16.4% | $4,779-11.5% |
| Participant deferral / active EE | $9,975 | $4,682+113.0% | $4,082+144.4% | $5,609+77.8% |
| Admin fee / account holder | $3,061 | $6,674-54.1% | $5,478-44.1% | $10,827-71.7% |