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 4-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 | $78,439 | $150,187-47.8% | $120,354-34.8% | $145,922-46.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 8.63% | 154.07%-145.4pp | 107.15%-98.5pp | 561.29%-552.7pp |
| Employer contribution / active EE | $14,907 | $4,348+242.9% | $3,463+330.5% | $4,660+219.9% |
| Participant deferral / active EE | $7,757 | $6,173+25.7% | $4,991+55.4% | $6,688+16.0% |
| Admin fee / account holder | $1,474 | $12,207-87.9% | $9,423-84.4% | $13,397-89.0% |