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 | $53,651 | $92,703-42.1% | $82,719-35.1% | $134,475-60.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.68% | 944.92%-961.6pp | 701.18%-717.9pp | 417.96%-434.6pp |
| Employer contribution / active EE | $6,654 | $3,274+103.2% | $3,009+121.1% | $4,740+40.4% |
| Participant deferral / active EE | $1,956 | $4,802-59.3% | $4,395-55.5% | $6,400-69.4% |
| Admin fee / account holder | $452 | $5,983-92.4% | $5,329-91.5% | $11,426-96.0% |