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 8-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 | $90,261 | $138,044-34.6% | $125,339-28.0% | $134,475-32.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.78% | 750.33%-763.1pp | 572.05%-584.8pp | 417.96%-430.7pp |
| Employer contribution / active EE | $9,989 | $5,243+90.5% | $4,814+107.5% | $4,740+110.7% |
| Participant deferral / active EE | $13,280 | $7,799+70.3% | $7,446+78.3% | $6,400+107.5% |
| Admin fee / account holder | $1,316 | $11,571-88.6% | $10,010-86.9% | $11,426-88.5% |