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 | $15,556 | $133,958-88.4% | $112,228-86.1% | $134,475-88.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.93% | 47.11%-65.0pp | 27.45%-45.4pp | 417.96%-435.9pp |
| Employer contribution / active EE | $4,075 | $4,038+0.9% | $3,635+12.1% | $4,740-14.0% |
| Participant deferral / active EE | $5,217 | $5,291-1.4% | $4,728+10.4% | $6,400-18.5% |
| Admin fee / account holder | $4,255 | $7,489-43.2% | $6,410-33.6% | $11,426-62.8% |