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 | $99,063 | $168,632-41.3% | $147,614-32.9% | $125,391-21.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.32% | 77.65%-78.0pp | 61.98%-62.3pp | 282.22%-282.5pp |
| Employer contribution / active EE | $1,617 | $6,252-74.1% | $5,564-70.9% | $4,866-66.8% |
| Participant deferral / active EE | $3,823 | $5,507-30.6% | $4,895-21.9% | $5,352-28.6% |
| Admin fee / account holder | $4,548 | $13,580-66.5% | $11,611-60.8% | $9,540-52.3% |