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 | $17,951 | $92,703-80.6% | $82,719-78.3% | $134,475-86.7% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -15.32% | 944.92%-960.2pp | 701.18%-716.5pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,785 | $3,274-14.9% | $3,009-7.4% | $4,740-41.2% |
| Participant deferral / active EE | $6,756 | $4,802+40.7% | $4,395+53.7% | $6,400+5.6% |
| Admin fee / account holder | $11,187 | $5,983+87.0% | $5,329+109.9% | $11,426-2.1% |