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 6-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 | $18,571 | $99,640-81.4% | $86,436-78.5% | $134,475-86.2% |
| Participation rate | 75.0% | 82.0%-7.0pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -20.72% | 6782.58%-6803.3pp | 4394.89%-4415.6pp | 417.96%-438.7pp |
| Employer contribution / active EE | $2,807 | $4,400-36.2% | $3,769-25.5% | $4,740-40.8% |
| Participant deferral / active EE | $6,129 | $7,246-15.4% | $6,952-11.8% | $6,400-4.2% |
| Admin fee / account holder | $2,078 | $8,371-75.2% | $6,731-69.1% | $11,426-81.8% |