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 7-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 | $55,068 | $138,044-60.1% | $125,339-56.1% | $134,475-59.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -2.50% | 750.33%-752.8pp | 572.05%-574.6pp | 417.96%-420.5pp |
| Employer contribution / active EE | $3,918 | $5,243-25.3% | $4,814-18.6% | $4,740-17.3% |
| Participant deferral / active EE | $8,560 | $7,799+9.8% | $7,446+15.0% | $6,400+33.8% |
| Admin fee / account holder | $1,446 | $11,571-87.5% | $10,010-85.5% | $11,426-87.3% |