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 | $67,938 | $160,055-57.6% | $140,016-51.5% | $135,375-49.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.15% | 911.38%-919.5pp | 651.12%-659.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $2,327 | $6,420-63.8% | $5,606-58.5% | $4,779-51.3% |
| Participant deferral / active EE | $3,903 | $7,642-48.9% | $6,927-43.7% | $5,609-30.4% |
| Admin fee / account holder | $9,734 | $13,328-27.0% | $10,705-9.1% | $10,827-10.1% |