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 9-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 | $15,911 | $84,402-81.1% | $61,373-74.1% | $134,475-88.2% |
| Participation rate | 80.0% | 62.2%+17.8pp | 52.6%+27.4pp | 81.2%-1.2pp |
| Annual return | -21.24% | 584.55%-605.8pp | 338.61%-359.9pp | 417.96%-439.2pp |
| Employer contribution / active EE | $804 | $1,544-48.0% | $1,159-30.7% | $4,740-83.0% |
| Participant deferral / active EE | $3,958 | $2,819+40.4% | $2,125+86.3% | $6,400-38.1% |
| Admin fee / account holder | $985 | $2,585-61.9% | $2,130-53.7% | $11,426-91.4% |