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 | $86,158 | $84,402+2.1% | $61,373+40.4% | $134,475-35.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -13.46% | 584.55%-598.0pp | 338.61%-352.1pp | 417.96%-431.4pp |
| Employer contribution / active EE | $3,869 | $1,544+150.5% | $1,159+233.7% | $4,740-18.4% |
| Participant deferral / active EE | $11,990 | $2,819+325.3% | $2,125+464.3% | $6,400+87.4% |
| Admin fee / account holder | $871 | $2,585-66.3% | $2,130-59.1% | $11,426-92.4% |