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 | $58,374 | $92,703-37.0% | $82,719-29.4% | $134,475-56.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.14% | 944.92%-965.1pp | 701.18%-721.3pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,786 | $3,274-14.9% | $3,009-7.4% | $4,740-41.2% |
| Participant deferral / active EE | $6,575 | $4,802+36.9% | $4,395+49.6% | $6,400+2.7% |
| Admin fee / account holder | $900 | $5,983-85.0% | $5,329-83.1% | $11,426-92.1% |