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 7-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 | $68,289 | $138,044-50.5% | $125,339-45.5% | $134,475-49.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.71% | 750.33%-770.0pp | 572.05%-591.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $5,441 | $5,243+3.8% | $4,814+13.0% | $4,740+14.8% |
| Participant deferral / active EE | $6,263 | $7,799-19.7% | $7,446-15.9% | $6,400-2.1% |
| Admin fee / account holder | $419 | $11,571-96.4% | $10,010-95.8% | $11,426-96.3% |