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 | $19,864 | $92,703-78.6% | $82,719-76.0% | $134,475-85.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.75% | 944.92%-958.7pp | 701.18%-714.9pp | 417.96%-431.7pp |
| Employer contribution / active EE | $2,413 | $3,274-26.3% | $3,009-19.8% | $4,740-49.1% |
| Participant deferral / active EE | $24,151 | $4,802+402.9% | $4,395+449.5% | $6,400+277.4% |
| Admin fee / account holder | $10,000 | $5,983+67.2% | $5,329+87.7% | $11,426-12.5% |