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 | $35,739 | $90,600-60.6% | $79,464-55.0% | $135,375-73.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.15% | 977.43%-982.6pp | 718.14%-723.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $6,341 | $3,068+106.7% | $2,800+126.4% | $4,779+32.7% |
| Participant deferral / active EE | $7,024 | $4,050+73.4% | $3,704+89.6% | $5,609+25.2% |
| Admin fee / account holder | $1,046 | $5,907-82.3% | $5,113-79.5% | $10,827-90.3% |