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 5-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 | $107,683 | $138,044-22.0% | $125,339-14.1% | $134,475-19.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.24% | 750.33%-764.6pp | 572.05%-586.3pp | 417.96%-432.2pp |
| Employer contribution / active EE | $13,540 | $5,243+158.2% | $4,814+181.3% | $4,740+185.7% |
| Participant deferral / active EE | $9,048 | $7,799+16.0% | $7,446+21.5% | $6,400+41.4% |
| Admin fee / account holder | $1,123 | $11,571-90.3% | $10,010-88.8% | $11,426-90.2% |