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 | $25,943 | $92,703-72.0% | $82,719-68.6% | $134,475-80.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -7.81% | 944.92%-952.7pp | 701.18%-709.0pp | 417.96%-425.8pp |
| Employer contribution / active EE | $1,705 | $3,274-47.9% | $3,009-43.3% | $4,740-64.0% |
| Participant deferral / active EE | $1,709 | $4,802-64.4% | $4,395-61.1% | $6,400-73.3% |
| Admin fee / account holder | $1,634 | $5,983-72.7% | $5,329-69.3% | $11,426-85.7% |