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 | $103,575 | $90,600+14.3% | $79,464+30.3% | $135,375-23.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.35% | 977.43%-982.8pp | 718.14%-723.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $3,721 | $3,068+21.3% | $2,800+32.9% | $4,779-22.1% |
| Participant deferral / active EE | $6,654 | $4,050+64.3% | $3,704+79.7% | $5,609+18.6% |
| Admin fee / account holder | $5,315 | $5,907-10.0% | $5,113+4.0% | $10,827-50.9% |