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 | $90,469 | $90,600-0.1% | $79,464+13.8% | $135,375-33.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.57% | 977.43%-982.0pp | 718.14%-722.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $2,207 | $3,068-28.1% | $2,800-21.2% | $4,779-53.8% |
| Participant deferral / active EE | $6,024 | $4,050+48.7% | $3,704+62.6% | $5,609+7.4% |
| Admin fee / account holder | $413 | $5,907-93.0% | $5,113-91.9% | $10,827-96.2% |