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 | $232,057 | $152,509+52.2% | $117,472+97.5% | $134,475+72.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.55% | 52.99%-69.5pp | 29.74%-46.3pp | 417.96%-434.5pp |
| Employer contribution / active EE | $30,146 | $5,571+441.1% | $4,176+621.9% | $4,740+536.0% |
| Participant deferral / active EE | $5,661 | $4,818+17.5% | $4,070+39.1% | $6,400-11.5% |
| Admin fee / account holder | $2,201 | $7,004-68.6% | $5,645-61.0% | $11,426-80.7% |