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 7-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 | $56,500 | $100,754-43.9% | $86,677-34.8% | $134,475-58.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.56% | 29.04%-46.6pp | 35.91%-53.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,247 | $3,489-35.6% | $2,836-20.8% | $4,740-52.6% |
| Participant deferral / active EE | $10,389 | $5,338+94.6% | $4,656+123.2% | $6,400+62.3% |
| Admin fee / account holder | $6,080 | $10,926-44.4% | $7,493-18.9% | $11,426-46.8% |