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 | $55,076 | $167,307-67.1% | $143,757-61.7% | $134,475-59.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.27% | 0.46%-17.7pp | -0.04%-17.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $9,858 | $5,619+75.4% | $4,951+99.1% | $4,740+108.0% |
| Participant deferral / active EE | $6,551 | $6,446+1.6% | $5,637+16.2% | $6,400+2.4% |
| Admin fee / account holder | $374 | $18,088-97.9% | $14,673-97.4% | $11,426-96.7% |