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 | $80,492 | $92,703-13.2% | $82,719-2.7% | $134,475-40.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.79% | 944.92%-965.7pp | 701.18%-722.0pp | 417.96%-438.8pp |
| Employer contribution / active EE | $3,712 | $3,274+13.4% | $3,009+23.4% | $4,740-21.7% |
| Participant deferral / active EE | $5,265 | $4,802+9.6% | $4,395+19.8% | $6,400-17.7% |
| Admin fee / account holder | $8,196 | $5,983+37.0% | $5,329+53.8% | $11,426-28.3% |