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 | $44,125 | $138,044-68.0% | $125,339-64.8% | $134,475-67.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.09% | 750.33%-769.4pp | 572.05%-591.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $3,807 | $5,243-27.4% | $4,814-20.9% | $4,740-19.7% |
| Participant deferral / active EE | $6,366 | $7,799-18.4% | $7,446-14.5% | $6,400-0.5% |
| Admin fee / account holder | $597 | $11,571-94.8% | $10,010-94.0% | $11,426-94.8% |