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 | $91,795 | $129,942-29.4% | $104,294-12.0% | $134,475-31.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -13.86% | 42.03%-55.9pp | 24.61%-38.5pp | 417.96%-431.8pp |
| Employer contribution / active EE | $15,546 | $4,184+271.5% | $3,372+361.1% | $4,740+228.0% |
| Participant deferral / active EE | $6,656 | $5,588+19.1% | $4,625+43.9% | $6,400+4.0% |
| Admin fee / account holder | $728 | $9,323-92.2% | $7,339-90.1% | $11,426-93.6% |