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 | $25,052 | $90,600-72.3% | $79,464-68.5% | $135,375-81.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.97% | 977.43%-986.4pp | 718.14%-727.1pp | 519.73%-528.7pp |
| Employer contribution / active EE | $8,565 | $3,068+179.2% | $2,800+205.8% | $4,779+79.2% |
| Participant deferral / active EE | $9,152 | $4,050+125.9% | $3,704+147.1% | $5,609+63.2% |
| Admin fee / account holder | $105,535 | $5,907+1686.7% | $5,113+1964.1% | $10,827+874.7% |