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 | $30,859 | $142,344-78.3% | $119,609-74.2% | $134,475-77.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -11.25% | -12.44%+1.2pp | -14.97%+3.7pp | 417.96%-429.2pp |
| Employer contribution / active EE | $5,573 | $5,222+6.7% | $4,232+31.7% | $4,740+17.6% |
| Participant deferral / active EE | $2,447 | $6,469-62.2% | $5,602-56.3% | $6,400-61.8% |
| Admin fee / account holder | $436 | $13,584-96.8% | $10,323-95.8% | $11,426-96.2% |