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 8-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 | $43,810 | $138,044-68.3% | $125,339-65.0% | $134,475-67.4% |
| Participation rate | 91.3% | 84.5%+6.8pp | 82.4%+8.9pp | 81.2%+10.1pp |
| Annual return | -18.58% | 750.33%-768.9pp | 572.05%-590.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $3,279 | $5,243-37.5% | $4,814-31.9% | $4,740-30.8% |
| Participant deferral / active EE | $9,628 | $7,799+23.5% | $7,446+29.3% | $6,400+50.4% |
| Admin fee / account holder | $3,239 | $11,571-72.0% | $10,010-67.6% | $11,426-71.7% |