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 | $83,778 | $138,065-39.3% | $123,544-32.2% | $135,375-38.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.92% | 153.68%-158.6pp | 119.20%-124.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $10,564 | $5,151+105.1% | $4,628+128.3% | $4,779+121.1% |
| Participant deferral / active EE | $11,011 | $6,799+62.0% | $6,426+71.4% | $5,609+96.3% |
| Admin fee / account holder | $20,590 | $10,916+88.6% | $9,284+121.8% | $10,827+90.2% |