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 | $137,421 | $92,703+48.2% | $82,719+66.1% | $134,475+2.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.49% | 944.92%-960.4pp | 701.18%-716.7pp | 417.96%-433.5pp |
| Employer contribution / active EE | $2,505 | $3,274-23.5% | $3,009-16.7% | $4,740-47.1% |
| Participant deferral / active EE | $2,730 | $4,802-43.1% | $4,395-37.9% | $6,400-57.3% |
| Admin fee / account holder | $1,523 | $5,983-74.5% | $5,329-71.4% | $11,426-86.7% |