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 | $82,476 | $92,703-11.0% | $82,719-0.3% | $134,475-38.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.19% | 944.92%-960.1pp | 701.18%-716.4pp | 417.96%-433.2pp |
| Employer contribution / active EE | $4,075 | $3,274+24.5% | $3,009+35.4% | $4,740-14.0% |
| Participant deferral / active EE | $6,297 | $4,802+31.1% | $4,395+43.3% | $6,400-1.6% |
| Admin fee / account holder | $11,146 | $5,983+86.3% | $5,329+109.2% | $11,426-2.4% |