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 | $87,041 | $138,044-36.9% | $125,339-30.6% | $134,475-35.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.26% | 750.33%-766.6pp | 572.05%-588.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $7,760 | $5,243+48.0% | $4,814+61.2% | $4,740+63.7% |
| Participant deferral / active EE | $22,250 | $7,799+185.3% | $7,446+198.8% | $6,400+247.7% |
| Admin fee / account holder | $41,501 | $11,571+258.7% | $10,010+314.6% | $11,426+263.2% |