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 | $33,289 | $95,971-65.3% | $74,550-55.3% | $135,375-75.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -2.46% | 56.96%-59.4pp | 32.53%-35.0pp | 519.73%-522.2pp |
| Employer contribution / active EE | $11,315 | $2,716+316.6% | $1,961+477.0% | $4,779+136.8% |
| Participant deferral / active EE | $1,346 | $3,843-65.0% | $3,108-56.7% | $5,609-76.0% |
| Admin fee / account holder | $478 | $6,522-92.7% | $5,060-90.6% | $10,827-95.6% |