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 6-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 | $57,516 | $190,805-69.9% | $159,960-64.0% | $134,475-57.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.79% | 552.23%-569.0pp | 408.60%-425.4pp | 417.96%-434.8pp |
| Employer contribution / active EE | $7,609 | $4,995+52.3% | $4,226+80.1% | $4,740+60.5% |
| Participant deferral / active EE | $16,525 | $6,923+138.7% | $6,182+167.3% | $6,400+158.2% |
| Admin fee / account holder | $557 | $10,471-94.7% | $8,698-93.6% | $11,426-95.1% |