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 | $28,253 | $138,044-79.5% | $125,339-77.5% | $134,475-79.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.13% | 750.33%-766.5pp | 572.05%-588.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,330 | $5,243-55.6% | $4,814-51.6% | $4,740-50.8% |
| Participant deferral / active EE | $2,841 | $7,799-63.6% | $7,446-61.9% | $6,400-55.6% |
| Admin fee / account holder | $3,420 | $11,571-70.4% | $10,010-65.8% | $11,426-70.1% |