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 | $44,825 | $138,065-67.5% | $123,544-63.7% | $135,375-66.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.55% | 153.68%-156.2pp | 119.20%-121.7pp | 519.73%-522.3pp |
| Employer contribution / active EE | $2,604 | $5,151-49.4% | $4,628-43.7% | $4,779-45.5% |
| Participant deferral / active EE | $3,061 | $6,799-55.0% | $6,426-52.4% | $5,609-45.4% |
| Admin fee / account holder | $2,052 | $10,916-81.2% | $9,284-77.9% | $10,827-81.0% |