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 | $109,919 | $135,635-19.0% | $110,238-0.3% | $135,375-18.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.38% | 513.19%-516.6pp | 314.74%-318.1pp | 519.73%-523.1pp |
| Employer contribution / active EE | $2,000 | $4,906-59.2% | $3,826-47.7% | $4,779-58.1% |
| Participant deferral / active EE | $9,097 | $5,506+65.2% | $4,672+94.7% | $5,609+62.2% |
| Admin fee / account holder | $26,450 | $11,457+130.9% | $8,547+209.5% | $10,827+144.3% |