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 | $47,090 | $92,703-49.2% | $82,719-43.1% | $134,475-65.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.10% | 944.92%-959.0pp | 701.18%-715.3pp | 417.96%-432.1pp |
| Employer contribution / active EE | $3,258 | $3,274-0.5% | $3,009+8.3% | $4,740-31.3% |
| Participant deferral / active EE | $14,244 | $4,802+196.6% | $4,395+224.1% | $6,400+122.6% |
| Admin fee / account holder | $16,089 | $5,983+168.9% | $5,329+201.9% | $11,426+40.8% |