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 | $90,776 | $138,044-34.2% | $125,339-27.6% | $134,475-32.5% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -14.62% | 750.33%-764.9pp | 572.05%-586.7pp | 417.96%-432.6pp |
| Employer contribution / active EE | $3,892 | $5,243-25.8% | $4,814-19.2% | $4,740-17.9% |
| Participant deferral / active EE | $12,088 | $7,799+55.0% | $7,446+62.3% | $6,400+88.9% |
| Admin fee / account holder | $10,014 | $11,571-13.5% | $10,0100% | $11,426-12.4% |