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 | $63,359 | $90,600-30.1% | $79,464-20.3% | $135,375-53.2% |
| Participation rate | 95.0% | 76.0%+19.0pp | 73.3%+21.7pp | 82.6%+12.4pp |
| Annual return | -6.15% | 977.43%-983.6pp | 718.14%-724.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $7,766 | $3,068+153.1% | $2,800+177.3% | $4,779+62.5% |
| Participant deferral / active EE | $7,226 | $4,050+78.4% | $3,704+95.1% | $5,609+28.8% |
| Admin fee / account holder | $7,188 | $5,907+21.7% | $5,113+40.6% | $10,827-33.6% |