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 | $13,863 | $92,703-85.0% | $82,719-83.2% | $134,475-89.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -8.11% | 944.92%-953.0pp | 701.18%-709.3pp | 417.96%-426.1pp |
| Employer contribution / active EE | $1,635 | $3,274-50.1% | $3,009-45.7% | $4,740-65.5% |
| Participant deferral / active EE | $3,742 | $4,802-22.1% | $4,395-14.9% | $6,400-41.5% |
| Admin fee / account holder | $834 | $5,983-86.1% | $5,329-84.3% | $11,426-92.7% |