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 | $55,020 | $180,449-69.5% | $154,107-64.3% | $135,375-59.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.52% | 888.09%-895.6pp | 735.12%-742.6pp | 519.73%-527.3pp |
| Employer contribution / active EE | $20,333 | $6,035+236.9% | $5,298+283.8% | $4,779+325.5% |
| Participant deferral / active EE | $11,057 | $5,806+90.4% | $5,081+117.6% | $5,609+97.1% |
| Admin fee / account holder | $12,655 | $16,143-21.6% | $13,411-5.6% | $10,827+16.9% |