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 | $17,221 | $92,703-81.4% | $82,719-79.2% | $134,475-87.2% |
| Participation rate | 95.8% | 75.2%+20.6pp | 72.6%+23.3pp | 81.2%+14.6pp |
| Annual return | -18.00% | 944.92%-962.9pp | 701.18%-719.2pp | 417.96%-436.0pp |
| Employer contribution / active EE | $509 | $3,274-84.5% | $3,009-83.1% | $4,740-89.3% |
| Participant deferral / active EE | $7,353 | $4,802+53.1% | $4,395+67.3% | $6,400+14.9% |
| Admin fee / account holder | $9,308 | $5,983+55.6% | $5,329+74.7% | $11,426-18.5% |