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 | $105,783 | $152,509-30.6% | $117,472-10.0% | $134,475-21.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -13.47% | 52.99%-66.5pp | 29.74%-43.2pp | 417.96%-431.4pp |
| Employer contribution / active EE | $7,626 | $5,571+36.9% | $4,176+82.6% | $4,740+60.9% |
| Participant deferral / active EE | $6,519 | $4,818+35.3% | $4,070+60.2% | $6,400+1.9% |
| Admin fee / account holder | $2,682 | $7,004-61.7% | $5,645-52.5% | $11,426-76.5% |