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 | $70,174 | $133,958-47.6% | $112,228-37.5% | $134,475-47.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.03% | 47.11%-65.1pp | 27.45%-45.5pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,764 | $4,038-31.5% | $3,635-23.9% | $4,740-41.7% |
| Participant deferral / active EE | $13,880 | $5,291+162.4% | $4,728+193.6% | $6,400+116.9% |
| Admin fee / account holder | $12,698 | $7,489+69.6% | $6,410+98.1% | $11,426+11.1% |