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 | $53,737 | $92,703-42.0% | $82,719-35.0% | $134,475-60.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.33% | 944.92%-958.2pp | 701.18%-714.5pp | 417.96%-431.3pp |
| Employer contribution / active EE | $2,228 | $3,274-31.9% | $3,009-25.9% | $4,740-53.0% |
| Participant deferral / active EE | $4,381 | $4,802-8.8% | $4,395-0.3% | $6,400-31.5% |
| Admin fee / account holder | $10,550 | $5,983+76.4% | $5,329+98.0% | $11,426-7.7% |