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 | $47,063 | $138,044-65.9% | $125,339-62.5% | $134,475-65.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.81% | 750.33%-769.1pp | 572.05%-590.9pp | 417.96%-436.8pp |
| Employer contribution / active EE | $7,019 | $5,243+33.9% | $4,814+45.8% | $4,740+48.1% |
| Participant deferral / active EE | $7,921 | $7,799+1.6% | $7,446+6.4% | $6,400+23.8% |
| Admin fee / account holder | $6,734 | $11,571-41.8% | $10,010-32.7% | $11,426-41.1% |