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 | $69,712 | $87,540-20.4% | $75,781-8.0% | $125,391-44.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.11% | 13.48%-14.6pp | 9.68%-10.8pp | 282.22%-283.3pp |
| Employer contribution / active EE | $34,500 | $3,930+777.9% | $3,323+938.1% | $4,866+609.0% |
| Participant deferral / active EE | $17,500 | $4,229+313.8% | $3,651+379.3% | $5,352+227.0% |
| Admin fee / account holder | $88,348 | $6,502+1258.8% | $5,299+1567.2% | $9,540+826.0% |