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 | $71,381 | $92,703-23.0% | $82,719-13.7% | $134,475-46.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.72% | 944.92%-962.6pp | 701.18%-718.9pp | 417.96%-435.7pp |
| Employer contribution / active EE | $3,780 | $3,274+15.5% | $3,009+25.6% | $4,740-20.2% |
| Participant deferral / active EE | $10,055 | $4,802+109.4% | $4,395+128.8% | $6,400+57.1% |
| Admin fee / account holder | $887 | $5,983-85.2% | $5,329-83.4% | $11,426-92.2% |