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 | $22,831 | $84,402-72.9% | $61,373-62.8% | $134,475-83.0% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -12.47% | 584.55%-597.0pp | 338.61%-351.1pp | 417.96%-430.4pp |
| Employer contribution / active EE | $452 | $1,544-70.7% | $1,159-61.0% | $4,740-90.5% |
| Participant deferral / active EE | $3,818 | $2,819+35.4% | $2,125+79.7% | $6,400-40.3% |
| Admin fee / account holder | $3,154 | $2,585+22.0% | $2,130+48.1% | $11,426-72.4% |