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 | $41,905 | $84,402-50.4% | $61,373-31.7% | $134,475-68.8% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -14.94% | 584.55%-599.5pp | 338.61%-353.6pp | 417.96%-432.9pp |
| Employer contribution / active EE | $2,240 | $1,544+45.0% | $1,159+93.2% | $4,740-52.7% |
| Participant deferral / active EE | $1,147 | $2,819-59.3% | $2,125-46.0% | $6,400-82.1% |
| Admin fee / account holder | $856 | $2,585-66.9% | $2,130-59.8% | $11,426-92.5% |