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 | $101,963 | $180,449-43.5% | $154,107-33.8% | $135,375-24.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.89% | 888.09%-894.0pp | 735.12%-741.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $8,989 | $6,035+49.0% | $5,298+69.7% | $4,779+88.1% |
| Participant deferral / active EE | $3,881 | $5,806-33.2% | $5,081-23.6% | $5,609-30.8% |
| Admin fee / account holder | $1,378 | $16,143-91.5% | $13,411-89.7% | $10,827-87.3% |