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 5-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 | $118,038 | $90,600+30.3% | $79,464+48.5% | $135,375-12.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.64% | 977.43%-983.1pp | 718.14%-723.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $6,604 | $3,068+115.3% | $2,800+135.8% | $4,779+38.2% |
| Participant deferral / active EE | $18,375 | $4,050+353.7% | $3,704+396.1% | $5,609+227.6% |
| Admin fee / account holder | $666 | $5,907-88.7% | $5,113-87.0% | $10,827-93.8% |