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 | $43,903 | $99,640-55.9% | $86,436-49.2% | $134,475-67.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.12% | 6782.58%-6800.7pp | 4394.89%-4413.0pp | 417.96%-436.1pp |
| Employer contribution / active EE | $4,545 | $4,400+3.3% | $3,769+20.6% | $4,740-4.1% |
| Participant deferral / active EE | $12,107 | $7,246+67.1% | $6,952+74.2% | $6,400+89.2% |
| Admin fee / account holder | $640 | $8,371-92.4% | $6,731-90.5% | $11,426-94.4% |