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 9-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 | $98,335 | $180,449-45.5% | $154,107-36.2% | $135,375-27.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.00% | 888.09%-892.1pp | 735.12%-739.1pp | 519.73%-523.7pp |
| Employer contribution / active EE | $10,171 | $6,035+68.5% | $5,298+92.0% | $4,779+112.8% |
| Participant deferral / active EE | $6,636 | $5,806+14.3% | $5,081+30.6% | $5,609+18.3% |
| Admin fee / account holder | $587 | $16,143-96.4% | $13,411-95.6% | $10,827-94.6% |