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 6-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 | $93,681 | $99,640-6.0% | $86,436+8.4% | $134,475-30.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.55% | 6782.58%-6793.1pp | 4394.89%-4405.4pp | 417.96%-428.5pp |
| Employer contribution / active EE | $28,093 | $4,400+538.4% | $3,769+645.4% | $4,740+492.7% |
| Participant deferral / active EE | $10,440 | $7,246+44.1% | $6,952+50.2% | $6,400+63.1% |
| Admin fee / account holder | $349 | $8,371-95.8% | $6,731-94.8% | $11,426-96.9% |