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 | $7,353 | $67,331-89.1% | $60,874-87.9% | $134,475-94.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.53% | 49.93%-67.5pp | 16.90%-34.4pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,001 | $3,096-67.7% | $2,701-62.9% | $4,740-78.9% |
| Participant deferral / active EE | $1,144 | $4,538-74.8% | $3,817-70.0% | $6,400-82.1% |
| Admin fee / account holder | $768 | $4,582-83.2% | $3,224-76.2% | $11,426-93.3% |