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 | $93,469 | $95,862-2.5% | $79,550+17.5% | $134,475-30.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.73% | -2.69%-16.0pp | 0.16%-18.9pp | 417.96%-436.7pp |
| Employer contribution / active EE | $12,993 | $3,128+315.4% | $2,413+438.4% | $4,740+174.1% |
| Participant deferral / active EE | $6,409 | $4,693+36.6% | $3,985+60.8% | $6,400+0.1% |
| Admin fee / account holder | $1,341 | $9,126-85.3% | $6,832-80.4% | $11,426-88.3% |