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 6-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 | $71,748 | $93,024-22.9% | $77,024-6.8% | $134,475-46.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.79% | 62.60%-81.4pp | 42.32%-61.1pp | 417.96%-436.8pp |
| Employer contribution / active EE | $29,354 | $3,418+758.8% | $2,812+943.8% | $4,740+519.3% |
| Participant deferral / active EE | $5,871 | $5,238+12.1% | $4,426+32.6% | $6,400-8.3% |
| Admin fee / account holder | $592 | $6,944-91.5% | $5,425-89.1% | $11,426-94.8% |