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 | $47,589 | $84,402-43.6% | $61,373-22.5% | $134,475-64.6% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -14.84% | 584.55%-599.4pp | 338.61%-353.4pp | 417.96%-432.8pp |
| Employer contribution / active EE | $5,592 | $1,544+262.1% | $1,159+382.3% | $4,740+18.0% |
| Participant deferral / active EE | $6,008 | $2,819+113.1% | $2,125+182.7% | $6,400-6.1% |
| Admin fee / account holder | $642 | $2,585-75.2% | $2,130-69.9% | $11,426-94.4% |