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 | $98,894 | $135,635-27.1% | $110,238-10.3% | $135,375-26.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.92% | 513.19%-519.1pp | 314.74%-320.7pp | 519.73%-525.7pp |
| Employer contribution / active EE | $4,891 | $4,906-0.3% | $3,826+27.8% | $4,779+2.3% |
| Participant deferral / active EE | $9,903 | $5,506+79.8% | $4,672+112.0% | $5,609+76.6% |
| Admin fee / account holder | $2,097 | $11,457-81.7% | $8,547-75.5% | $10,827-80.6% |