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 | $12,998 | $92,703-86.0% | $82,719-84.3% | $134,475-90.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.71% | 944.92%-958.6pp | 701.18%-714.9pp | 417.96%-431.7pp |
| Employer contribution / active EE | $1,936 | $3,274-40.9% | $3,009-35.6% | $4,740-59.1% |
| Participant deferral / active EE | $3,114 | $4,802-35.2% | $4,395-29.2% | $6,400-51.3% |
| Admin fee / account holder | $37,040 | $5,983+519.1% | $5,329+595.1% | $11,426+224.2% |