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 | $46,052 | $99,640-53.8% | $86,436-46.7% | $134,475-65.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.90% | 6782.58%-6802.5pp | 4394.89%-4414.8pp | 417.96%-437.9pp |
| Employer contribution / active EE | $14,142 | $4,400+221.4% | $3,769+275.3% | $4,740+198.4% |
| Participant deferral / active EE | $12,880 | $7,246+77.7% | $6,952+85.3% | $6,400+101.3% |
| Admin fee / account holder | $9,606 | $8,371+14.7% | $6,731+42.7% | $11,426-15.9% |