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 | $77,657 | $104,106-25.4% | $71,086+9.2% | $135,375-42.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -7.80% | 1256.30%-1264.1pp | 650.59%-658.4pp | 519.73%-527.5pp |
| Employer contribution / active EE | $8,404 | $1,485+466.0% | $1,088+672.7% | $4,779+75.9% |
| Participant deferral / active EE | $13,308 | $2,527+426.6% | $1,874+610.0% | $5,609+137.3% |
| Admin fee / account holder | $985 | $4,142-76.2% | $3,082-68.0% | $10,827-90.9% |