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 | $10,563 | $92,703-88.6% | $82,719-87.2% | $134,475-92.1% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -18.28% | 944.92%-963.2pp | 701.18%-719.5pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,359 | $3,274-27.9% | $3,009-21.6% | $4,740-50.2% |
| Participant deferral / active EE | $2,781 | $4,802-42.1% | $4,395-36.7% | $6,400-56.5% |
| Admin fee / account holder | $2,117 | $5,983-64.6% | $5,329-60.3% | $11,426-81.5% |