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 | $60,334 | $95,971-37.1% | $74,550-19.1% | $135,375-55.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.16% | 56.96%-63.1pp | 32.53%-38.7pp | 519.73%-525.9pp |
| Employer contribution / active EE | $3,606 | $2,716+32.8% | $1,961+83.9% | $4,779-24.5% |
| Participant deferral / active EE | $7,757 | $3,843+101.8% | $3,108+149.6% | $5,609+38.3% |
| Admin fee / account holder | $8,350 | $6,522+28.0% | $5,060+65.0% | $10,827-22.9% |