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 | $63,478 | $92,703-31.5% | $82,719-23.3% | $134,475-52.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.89% | 944.92%-958.8pp | 701.18%-715.1pp | 417.96%-431.9pp |
| Employer contribution / active EE | $1,302 | $3,274-60.2% | $3,009-56.7% | $4,740-72.5% |
| Participant deferral / active EE | $4,047 | $4,802-15.7% | $4,395-7.9% | $6,400-36.8% |
| Admin fee / account holder | $1,587 | $5,983-73.5% | $5,329-70.2% | $11,426-86.1% |