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 | $64,422 | $92,703-30.5% | $82,719-22.1% | $134,475-52.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.92% | 944.92%-963.8pp | 701.18%-720.1pp | 417.96%-436.9pp |
| Employer contribution / active EE | $4,321 | $3,274+32.0% | $3,009+43.6% | $4,740-8.8% |
| Participant deferral / active EE | $4,397 | $4,802-8.4% | $4,395+0.1% | $6,400-31.3% |
| Admin fee / account holder | $3,112 | $5,983-48.0% | $5,329-41.6% | $11,426-72.8% |