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 | $123,085 | $180,449-31.8% | $154,107-20.1% | $135,375-9.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.82% | 888.09%-892.9pp | 735.12%-739.9pp | 519.73%-524.6pp |
| Employer contribution / active EE | $5,539 | $6,035-8.2% | $5,298+4.6% | $4,779+15.9% |
| Participant deferral / active EE | $4,240 | $5,806-27.0% | $5,081-16.6% | $5,609-24.4% |
| Admin fee / account holder | $31,254 | $16,143+93.6% | $13,411+133.0% | $10,827+188.7% |