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 | $188,792 | $90,600+108.4% | $79,464+137.6% | $135,375+39.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.83% | 977.43%-982.3pp | 718.14%-723.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $3,225 | $3,068+5.1% | $2,800+15.2% | $4,779-32.5% |
| Participant deferral / active EE | $13,332 | $4,050+229.2% | $3,704+259.9% | $5,609+137.7% |
| Admin fee / account holder | $4,710 | $5,907-20.3% | $5,113-7.9% | $10,827-56.5% |