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 | $123,502 | $90,600+36.3% | $79,464+55.4% | $135,375-8.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.81% | 977.43%-982.2pp | 718.14%-723.0pp | 519.73%-524.5pp |
| Employer contribution / active EE | $2,959 | $3,068-3.5% | $2,800+5.7% | $4,779-38.1% |
| Participant deferral / active EE | $4,979 | $4,050+22.9% | $3,704+34.4% | $5,609-11.2% |
| Admin fee / account holder | $4,692 | $5,907-20.6% | $5,113-8.2% | $10,827-56.7% |