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 | $49,199 | $92,703-46.9% | $82,719-40.5% | $134,475-63.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -5.95% | 944.92%-950.9pp | 701.18%-707.1pp | 417.96%-423.9pp |
| Employer contribution / active EE | $5,444 | $3,274+66.3% | $3,009+80.9% | $4,740+14.9% |
| Participant deferral / active EE | $2,859 | $4,802-40.5% | $4,395-35.0% | $6,400-55.3% |
| Admin fee / account holder | $66,931 | $5,983+1018.8% | $5,329+1156.0% | $11,426+485.8% |