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 | $12,251 | $84,402-85.5% | $61,373-80.0% | $134,475-90.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -17.82% | 584.55%-602.4pp | 338.61%-356.4pp | 417.96%-435.8pp |
| Employer contribution / active EE | $366 | $1,544-76.3% | $1,159-68.4% | $4,740-92.3% |
| Participant deferral / active EE | $1,208 | $2,819-57.2% | $2,125-43.2% | $6,400-81.1% |
| Admin fee / account holder | $407 | $2,585-84.3% | $2,130-80.9% | $11,426-96.4% |