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 | $37,252 | $133,958-72.2% | $112,228-66.8% | $134,475-72.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -10.39% | 47.11%-57.5pp | 27.45%-37.8pp | 417.96%-428.4pp |
| Employer contribution / active EE | $11,299 | $4,038+179.8% | $3,635+210.9% | $4,740+138.4% |
| Participant deferral / active EE | $6,183 | $5,291+16.9% | $4,728+30.8% | $6,400-3.4% |
| Admin fee / account holder | $1,326 | $7,489-82.3% | $6,410-79.3% | $11,426-88.4% |