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 | $41,451 | $152,509-72.8% | $117,472-64.7% | $134,475-69.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -17.34% | 52.99%-70.3pp | 29.74%-47.1pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,765 | $5,571-68.3% | $4,176-57.7% | $4,740-62.8% |
| Participant deferral / active EE | $3,547 | $4,818-26.4% | $4,070-12.9% | $6,400-44.6% |
| Admin fee / account holder | $660 | $7,004-90.6% | $5,645-88.3% | $11,426-94.2% |