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 7-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 | $54,474 | $138,044-60.5% | $125,339-56.5% | $134,475-59.5% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -19.48% | 750.33%-769.8pp | 572.05%-591.5pp | 417.96%-437.4pp |
| Employer contribution / active EE | $11,959 | $5,243+128.1% | $4,814+148.4% | $4,740+152.3% |
| Participant deferral / active EE | $3,000 | $7,799-61.5% | $7,446-59.7% | $6,400-53.1% |
| Admin fee / account holder | $917 | $11,571-92.1% | $10,010-90.8% | $11,426-92.0% |