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 | $185,481 | $133,958+38.5% | $112,228+65.3% | $134,475+37.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.88% | 47.11%-64.0pp | 27.45%-44.3pp | 417.96%-434.8pp |
| Employer contribution / active EE | $26,081 | $4,038+545.9% | $3,635+617.6% | $4,740+450.3% |
| Participant deferral / active EE | $10,692 | $5,291+102.1% | $4,728+126.1% | $6,400+67.1% |
| Admin fee / account holder | $4,236 | $7,489-43.4% | $6,410-33.9% | $11,426-62.9% |