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 | $174,688 | $97,757+78.7% | $83,848+108.3% | $135,375+29.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.90% | 1287.37%-1295.3pp | 850.88%-858.8pp | 519.73%-527.6pp |
| Employer contribution / active EE | $14,809 | $4,222+250.8% | $3,631+307.9% | $4,779+209.9% |
| Participant deferral / active EE | $9,049 | $4,682+93.3% | $4,082+121.7% | $5,609+61.3% |
| Admin fee / account holder | $689 | $6,674-89.7% | $5,478-87.4% | $10,827-93.6% |