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 | $103,253 | $99,640+3.6% | $86,436+19.5% | $134,475-23.2% |
| Participation rate | 83.3% | 82.0%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -18.83% | 6782.58%-6801.4pp | 4394.89%-4413.7pp | 417.96%-436.8pp |
| Employer contribution / active EE | $4,139 | $4,400-5.9% | $3,769+9.8% | $4,740-12.7% |
| Participant deferral / active EE | $15,745 | $7,246+117.3% | $6,952+126.5% | $6,400+146.0% |
| Admin fee / account holder | $317 | $8,371-96.2% | $6,731-95.3% | $11,426-97.2% |