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 8-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 | $56,643 | $180,449-68.6% | $154,107-63.2% | $135,375-58.2% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -3.24% | 888.09%-891.3pp | 735.12%-738.4pp | 519.73%-523.0pp |
| Employer contribution / active EE | $3,677 | $6,035-39.1% | $5,298-30.6% | $4,779-23.1% |
| Participant deferral / active EE | $6,009 | $5,806+3.5% | $5,081+18.3% | $5,609+7.1% |
| Admin fee / account holder | $80,073 | $16,143+396.0% | $13,411+497.1% | $10,827+639.6% |