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 | $92,279 | $95,971-3.8% | $74,550+23.8% | $135,375-31.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.88% | 56.96%-63.8pp | 32.53%-39.4pp | 519.73%-526.6pp |
| Employer contribution / active EE | $3,369 | $2,716+24.0% | $1,961+71.8% | $4,779-29.5% |
| Participant deferral / active EE | $5,997 | $3,843+56.0% | $3,108+93.0% | $5,609+6.9% |
| Admin fee / account holder | $4,201 | $6,522-35.6% | $5,060-17.0% | $10,827-61.2% |