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 | $124,721 | $190,805-34.6% | $159,960-22.0% | $134,475-7.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -13.13% | 552.23%-565.4pp | 408.60%-421.7pp | 417.96%-431.1pp |
| Employer contribution / active EE | $26,479 | $4,995+430.1% | $4,226+526.6% | $4,740+458.7% |
| Participant deferral / active EE | $16,578 | $6,923+139.5% | $6,182+168.1% | $6,400+159.0% |
| Admin fee / account holder | $1,171 | $10,471-88.8% | $8,698-86.5% | $11,426-89.8% |