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 | $27,034 | $92,703-70.8% | $82,719-67.3% | $134,475-79.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.73% | 944.92%-959.7pp | 701.18%-715.9pp | 417.96%-432.7pp |
| Employer contribution / active EE | $5,806 | $3,274+77.3% | $3,009+93.0% | $4,740+22.5% |
| Participant deferral / active EE | $3,009 | $4,802-37.3% | $4,395-31.5% | $6,400-53.0% |
| Admin fee / account holder | $3,471 | $5,983-42.0% | $5,329-34.9% | $11,426-69.6% |