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 | $114,463 | $90,600+26.3% | $79,464+44.0% | $135,375-15.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.19% | 977.43%-980.6pp | 718.14%-721.3pp | 519.73%-522.9pp |
| Employer contribution / active EE | $3,908 | $3,068+27.4% | $2,800+39.6% | $4,779-18.2% |
| Participant deferral / active EE | $6,880 | $4,050+69.9% | $3,704+85.7% | $5,609+22.7% |
| Admin fee / account holder | $7,835 | $5,907+32.7% | $5,113+53.2% | $10,827-27.6% |