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 | $30,676 | $99,640-69.2% | $86,436-64.5% | $134,475-77.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.28% | 6782.58%-6791.9pp | 4394.89%-4404.2pp | 417.96%-427.2pp |
| Employer contribution / active EE | $3,378 | $4,400-23.2% | $3,769-10.4% | $4,740-28.7% |
| Participant deferral / active EE | $4,746 | $7,246-34.5% | $6,952-31.7% | $6,400-25.8% |
| Admin fee / account holder | $2,167 | $8,371-74.1% | $6,731-67.8% | $11,426-81.0% |