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 | $60,415 | $97,757-38.2% | $83,848-27.9% | $135,375-55.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.04% | 1287.37%-1295.4pp | 850.88%-858.9pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,542 | $4,222-63.5% | $3,631-57.5% | $4,779-67.7% |
| Participant deferral / active EE | $2,507 | $4,682-46.5% | $4,082-38.6% | $5,609-55.3% |
| Admin fee / account holder | $1,424 | $6,674-78.7% | $5,478-74.0% | $10,827-86.9% |