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 | $90,469 | $129,942-30.4% | $104,294-13.3% | $134,475-32.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -14.02% | 42.03%-56.1pp | 24.61%-38.6pp | 417.96%-432.0pp |
| Employer contribution / active EE | $6,854 | $4,184+63.8% | $3,372+103.3% | $4,740+44.6% |
| Participant deferral / active EE | $10,090 | $5,588+80.6% | $4,625+118.2% | $6,400+57.7% |
| Admin fee / account holder | $416 | $9,323-95.5% | $7,339-94.3% | $11,426-96.4% |