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 | $53,774 | $90,600-40.6% | $79,464-32.3% | $135,375-60.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.73% | 977.43%-985.2pp | 718.14%-725.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $2,647 | $3,068-13.7% | $2,800-5.5% | $4,779-44.6% |
| Participant deferral / active EE | $6,729 | $4,050+66.1% | $3,704+81.7% | $5,609+20.0% |
| Admin fee / account holder | $373 | $5,907-93.7% | $5,113-92.7% | $10,827-96.6% |