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 | $89,660 | $138,065-35.1% | $123,544-27.4% | $135,375-33.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.15% | 153.68%-156.8pp | 119.20%-122.3pp | 519.73%-522.9pp |
| Employer contribution / active EE | $9,792 | $5,151+90.1% | $4,628+111.6% | $4,779+104.9% |
| Participant deferral / active EE | $7,230 | $6,799+6.3% | $6,426+12.5% | $5,609+28.9% |
| Admin fee / account holder | $9,122 | $10,916-16.4% | $9,284-1.7% | $10,827-15.7% |