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 | $48,723 | $93,024-47.6% | $77,024-36.7% | $134,475-63.8% |
| Participation rate | 94.1% | 74.5%+19.6pp | 67.9%+26.2pp | 81.2%+12.9pp |
| Annual return | -20.20% | 62.60%-82.8pp | 42.32%-62.5pp | 417.96%-438.2pp |
| Employer contribution / active EE | $8,599 | $3,418+151.6% | $2,812+205.8% | $4,740+81.4% |
| Participant deferral / active EE | $7,396 | $5,238+41.2% | $4,426+67.1% | $6,400+15.6% |
| Admin fee / account holder | $4,209 | $6,944-39.4% | $5,425-22.4% | $11,426-63.2% |