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 | $81,589 | $97,757-16.5% | $83,848-2.7% | $135,375-39.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.25% | 1287.37%-1295.6pp | 850.88%-859.1pp | 519.73%-528.0pp |
| Employer contribution / active EE | $11,812 | $4,222+179.8% | $3,631+225.3% | $4,779+147.2% |
| Participant deferral / active EE | $7,972 | $4,682+70.3% | $4,082+95.3% | $5,609+42.1% |
| Admin fee / account holder | $621 | $6,674-90.7% | $5,478-88.7% | $10,827-94.3% |