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 | $51,719 | $106,543-51.5% | $91,220-43.3% | $134,475-61.5% |
| Participation rate | 91.7% | 76.8%+14.9pp | 73.2%+18.5pp | 81.2%+10.4pp |
| Annual return | -16.68% | 160.60%-177.3pp | 114.01%-130.7pp | 417.96%-434.6pp |
| Employer contribution / active EE | $3,605 | $3,331+8.2% | $2,850+26.5% | $4,740-23.9% |
| Participant deferral / active EE | $14,710 | $4,719+211.7% | $4,234+247.5% | $6,400+129.8% |
| Admin fee / account holder | $3,719 | $6,231-40.3% | $5,420-31.4% | $11,426-67.5% |