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 | $77,164 | $152,509-49.4% | $117,472-34.3% | $134,475-42.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.07% | 52.99%-69.1pp | 29.74%-45.8pp | 417.96%-434.0pp |
| Employer contribution / active EE | $4,675 | $5,571-16.1% | $4,176+11.9% | $4,740-1.4% |
| Participant deferral / active EE | $10,162 | $4,818+110.9% | $4,070+149.7% | $6,400+58.8% |
| Admin fee / account holder | $1,967 | $7,004-71.9% | $5,645-65.2% | $11,426-82.8% |