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 8-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 | $11,712 | $92,703-87.4% | $82,719-85.8% | $134,475-91.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.04% | 944.92%-965.0pp | 701.18%-721.2pp | 417.96%-438.0pp |
| Employer contribution / active EE | $2,373 | $3,274-27.5% | $3,009-21.1% | $4,740-49.9% |
| Participant deferral / active EE | $2,842 | $4,802-40.8% | $4,395-35.3% | $6,400-55.6% |
| Admin fee / account holder | $1,343 | $5,983-77.6% | $5,329-74.8% | $11,426-88.2% |