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 7-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 | $104,134 | $133,958-22.3% | $112,228-7.2% | $134,475-22.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.72% | 47.11%-64.8pp | 27.45%-45.2pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,820 | $4,038-54.9% | $3,635-49.9% | $4,740-61.6% |
| Participant deferral / active EE | $20,500 | $5,291+287.5% | $4,728+333.6% | $6,400+220.3% |
| Admin fee / account holder | $1,840 | $7,489-75.4% | $6,410-71.3% | $11,426-83.9% |