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 | $139,652 | $72,404+92.9% | $110,238+26.7% | $64,186+117.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -5.65% | -6.29%+0.6pp | 314.74%-320.4pp | 7.63%-13.3pp |
| Employer contribution / active EE | $3,399 | $2,282+49.0% | $3,826-11.2% | $2,381+42.8% |
| Participant deferral / active EE | $7,080 | $3,469+104.1% | $4,672+51.5% | $3,470+104.1% |
| Admin fee / account holder | $39,687 | $5,664+600.6% | $8,547+364.3% | $4,888+711.9% |