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 | $63,519 | $106,543-40.4% | $91,220-30.4% | $134,475-52.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -19.81% | 160.60%-180.4pp | 114.01%-133.8pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,421 | $3,331-57.3% | $2,850-50.1% | $4,740-70.0% |
| Participant deferral / active EE | $6,954 | $4,719+47.4% | $4,234+64.3% | $6,400+8.7% |
| Admin fee / account holder | $587 | $6,231-90.6% | $5,420-89.2% | $11,426-94.9% |