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 9-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 | $112,651 | $152,509-26.1% | $117,472-4.1% | $134,475-16.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -15.47% | 52.99%-68.5pp | 29.74%-45.2pp | 417.96%-433.4pp |
| Employer contribution / active EE | $9,594 | $5,571+72.2% | $4,176+129.7% | $4,740+102.4% |
| Participant deferral / active EE | $3,263 | $4,818-32.3% | $4,070-19.8% | $6,400-49.0% |
| Admin fee / account holder | $1,661 | $7,004-76.3% | $5,645-70.6% | $11,426-85.5% |