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 | $59,152 | $92,703-36.2% | $82,719-28.5% | $134,475-56.0% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -14.95% | 944.92%-959.9pp | 701.18%-716.1pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,015 | $3,274-69.0% | $3,009-66.3% | $4,740-78.6% |
| Participant deferral / active EE | $5,276 | $4,802+9.9% | $4,395+20.0% | $6,400-17.6% |
| Admin fee / account holder | $17,733 | $5,983+196.4% | $5,329+232.8% | $11,426+55.2% |