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 | $42,875 | $160,055-73.2% | $140,016-69.4% | $135,375-68.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.09% | 911.38%-916.5pp | 651.12%-656.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $2,635 | $6,420-59.0% | $5,606-53.0% | $4,779-44.9% |
| Participant deferral / active EE | $7,833 | $7,642+2.5% | $6,927+13.1% | $5,609+39.7% |
| Admin fee / account holder | $13,853 | $13,328+3.9% | $10,705+29.4% | $10,827+27.9% |