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 | $28,587 | $92,703-69.2% | $82,719-65.4% | $134,475-78.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.55% | 944.92%-960.5pp | 701.18%-716.7pp | 417.96%-433.5pp |
| Employer contribution / active EE | $2,062 | $3,274-37.0% | $3,009-31.5% | $4,740-56.5% |
| Participant deferral / active EE | $1,215 | $4,802-74.7% | $4,395-72.3% | $6,400-81.0% |
| Admin fee / account holder | $711 | $5,983-88.1% | $5,329-86.7% | $11,426-93.8% |