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 5-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 | $44,254 | $106,543-58.5% | $91,220-51.5% | $134,475-67.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -15.21% | 160.60%-175.8pp | 114.01%-129.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,030 | $3,331-39.0% | $2,850-28.8% | $4,740-57.2% |
| Participant deferral / active EE | $13,670 | $4,719+189.7% | $4,234+222.9% | $6,400+113.6% |
| Admin fee / account holder | $530 | $6,231-91.5% | $5,420-90.2% | $11,426-95.4% |