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 | $16,680 | $90,600-81.6% | $79,464-79.0% | $135,375-87.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.01% | 977.43%-984.4pp | 718.14%-725.2pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,548 | $3,068-49.5% | $2,800-44.7% | $4,779-67.6% |
| Participant deferral / active EE | $890 | $4,050-78.0% | $3,704-76.0% | $5,609-84.1% |
| Admin fee / account holder | $7,432 | $5,907+25.8% | $5,113+45.4% | $10,827-31.4% |