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 | $93,077 | $97,757-4.8% | $83,848+11.0% | $135,375-31.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.66% | 1287.37%-1294.0pp | 850.88%-857.5pp | 519.73%-526.4pp |
| Employer contribution / active EE | $6,614 | $4,222+56.7% | $3,631+82.2% | $4,779+38.4% |
| Participant deferral / active EE | $7,716 | $4,682+64.8% | $4,082+89.0% | $5,609+37.6% |
| Admin fee / account holder | $1,623 | $6,674-75.7% | $5,478-70.4% | $10,827-85.0% |