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 | $78,656 | $99,032-20.6% | $80,019-1.7% | $135,375-41.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -4.90% | 15.39%-20.3pp | 11.22%-16.1pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,247 | $3,043-59.0% | $2,468-49.5% | $4,779-73.9% |
| Participant deferral / active EE | $24,498 | $4,282+472.1% | $3,686+564.7% | $5,609+336.8% |
| Admin fee / account holder | $852 | $10,436-91.8% | $6,521-86.9% | $10,827-92.1% |