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 | $57,180 | $82,664-30.8% | $125,339-54.4% | $68,494-16.5% |
| Participation rate | 95.5% | 75.0%+20.4pp | 82.4%+13.1pp | 67.9%+27.6pp |
| Annual return | -13.85% | -5.97%-7.9pp | 572.05%-585.9pp | -7.84%-6.0pp |
| Employer contribution / active EE | $5,032 | $3,381+48.8% | $4,814+4.5% | $2,596+93.8% |
| Participant deferral / active EE | $4,719 | $6,110-22.8% | $7,446-36.6% | $4,027+17.2% |
| Admin fee / account holder | $910 | $6,275-85.5% | $10,010-90.9% | $5,403-83.2% |