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 | $100,754 | $95,971+5.0% | $74,550+35.1% | $135,375-25.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.71% | 56.96%-61.7pp | 32.53%-37.2pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,572 | $2,716-42.1% | $1,961-19.8% | $4,779-67.1% |
| Participant deferral / active EE | $3,977 | $3,843+3.5% | $3,108+28.0% | $5,609-29.1% |
| Admin fee / account holder | $27,952 | $6,522+328.6% | $5,060+452.5% | $10,827+158.2% |