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 7-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 | $14,947 | $190,805-92.2% | $159,960-90.7% | $134,475-88.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.06% | 552.23%-570.3pp | 408.60%-426.7pp | 417.96%-436.0pp |
| Employer contribution / active EE | $3,510 | $4,995-29.7% | $4,226-16.9% | $4,740-25.9% |
| Participant deferral / active EE | $3,138 | $6,923-54.7% | $6,182-49.2% | $6,400-51.0% |
| Admin fee / account holder | $2,564 | $10,471-75.5% | $8,698-70.5% | $11,426-77.6% |