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 6-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 | $61,123 | $92,703-34.1% | $82,719-26.1% | $134,475-54.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.35% | 944.92%-964.3pp | 701.18%-720.5pp | 417.96%-437.3pp |
| Employer contribution / active EE | $10,000 | $3,274+205.5% | $3,009+232.3% | $4,740+111.0% |
| Participant deferral / active EE | $10,000 | $4,802+108.2% | $4,395+127.5% | $6,400+56.3% |
| Admin fee / account holder | $317 | $5,983-94.7% | $5,329-94.1% | $11,426-97.2% |