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 | $29,575 | $84,695-65.1% | $73,843-59.9% | $125,391-76.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.29% | 3123.53%-3124.8pp | 2267.84%-2269.1pp | 282.22%-283.5pp |
| Employer contribution / active EE | $2,924 | $3,123-6.4% | $2,787+4.9% | $4,866-39.9% |
| Participant deferral / active EE | $1,919 | $3,992-51.9% | $3,583-46.4% | $5,352-64.1% |
| Admin fee / account holder | $2,368 | $5,691-58.4% | $4,880-51.5% | $9,540-75.2% |