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 | $14,942 | $67,331-77.8% | $60,874-75.5% | $134,475-88.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.17% | 49.93%-67.1pp | 16.90%-34.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,651 | $3,096-14.4% | $2,701-1.9% | $4,740-44.1% |
| Participant deferral / active EE | $4,297 | $4,538-5.3% | $3,817+12.6% | $6,400-32.9% |
| Admin fee / account holder | $853 | $4,582-81.4% | $3,224-73.5% | $11,426-92.5% |