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 5-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 | $18,835 | $106,543-82.3% | $91,220-79.4% | $134,475-86.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -15.25% | 160.60%-175.8pp | 114.01%-129.3pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,370 | $3,331-58.9% | $2,850-51.9% | $4,740-71.1% |
| Participant deferral / active EE | $2,701 | $4,719-42.8% | $4,234-36.2% | $6,400-57.8% |
| Admin fee / account holder | $1,442 | $6,231-76.9% | $5,420-73.4% | $11,426-87.4% |