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 | $84,920 | $92,703-8.4% | $82,719+2.7% | $134,475-36.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.89% | 944.92%-959.8pp | 701.18%-716.1pp | 417.96%-432.9pp |
| Employer contribution / active EE | $4,453 | $3,274+36.0% | $3,009+48.0% | $4,740-6.1% |
| Participant deferral / active EE | $9,789 | $4,802+103.9% | $4,395+122.7% | $6,400+53.0% |
| Admin fee / account holder | $9,114 | $5,983+52.3% | $5,329+71.0% | $11,426-20.2% |