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 | $95,151 | $97,757-2.7% | $83,848+13.5% | $135,375-29.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.10% | 1287.37%-1290.5pp | 850.88%-854.0pp | 519.73%-522.8pp |
| Employer contribution / active EE | $8,470 | $4,222+100.6% | $3,631+133.3% | $4,779+77.3% |
| Participant deferral / active EE | $5,692 | $4,682+21.6% | $4,082+39.5% | $5,609+1.5% |
| Admin fee / account holder | $8,964 | $6,674+34.3% | $5,478+63.6% | $10,827-17.2% |