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 | $128,305 | $180,449-28.9% | $154,107-16.7% | $135,375-5.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.96% | 888.09%-896.0pp | 735.12%-743.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $2,382 | $6,035-60.5% | $5,298-55.0% | $4,779-50.2% |
| Participant deferral / active EE | $5,428 | $5,806-6.5% | $5,081+6.8% | $5,609-3.2% |
| Admin fee / account holder | $10,250 | $16,143-36.5% | $13,411-23.6% | $10,827-5.3% |