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 | $20,570 | $90,600-77.3% | $79,464-74.1% | $135,375-84.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.92% | 977.43%-981.4pp | 718.14%-722.1pp | 519.73%-523.7pp |
| Employer contribution / active EE | $6,117 | $3,068+99.4% | $2,800+118.4% | $4,779+28.0% |
| Participant deferral / active EE | $1,207 | $4,050-70.2% | $3,704-67.4% | $5,609-78.5% |
| Admin fee / account holder | $1,063 | $5,907-82.0% | $5,113-79.2% | $10,827-90.2% |