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 | $19,981 | $95,971-79.2% | $74,550-73.2% | $135,375-85.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.33% | 56.96%-62.3pp | 32.53%-37.9pp | 519.73%-525.1pp |
| Employer contribution / active EE | $899 | $2,716-66.9% | $1,961-54.2% | $4,779-81.2% |
| Participant deferral / active EE | $867 | $3,843-77.4% | $3,108-72.1% | $5,609-84.5% |
| Admin fee / account holder | $4,126 | $6,522-36.7% | $5,060-18.4% | $10,827-61.9% |