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 | $72,766 | $67,331+8.1% | $60,874+19.5% | $134,475-45.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.88% | 49.93%-65.8pp | 16.90%-32.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $7,879 | $3,096+154.5% | $2,701+191.7% | $4,740+66.2% |
| Participant deferral / active EE | $3,288 | $4,538-27.5% | $3,817-13.8% | $6,400-48.6% |
| Admin fee / account holder | $20,142 | $4,582+339.6% | $3,224+524.7% | $11,426+76.3% |