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 | $47,655 | $138,044-65.5% | $125,339-62.0% | $134,475-64.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.12% | 750.33%-770.4pp | 572.05%-592.2pp | 417.96%-438.1pp |
| Employer contribution / active EE | $3,413 | $5,243-34.9% | $4,814-29.1% | $4,740-28.0% |
| Participant deferral / active EE | $7,297 | $7,799-6.4% | $7,446-2.0% | $6,400+14.0% |
| Admin fee / account holder | $3,799 | $11,571-67.2% | $10,010-62.0% | $11,426-66.8% |