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 | $21,300 | $92,703-77.0% | $82,719-74.3% | $134,475-84.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -3.40% | 944.92%-948.3pp | 701.18%-704.6pp | 417.96%-421.4pp |
| Employer contribution / active EE | $1,121 | $3,274-65.8% | $3,009-62.7% | $4,740-76.3% |
| Participant deferral / active EE | $1,802 | $4,802-62.5% | $4,395-59.0% | $6,400-71.8% |
| Admin fee / account holder | $370 | $5,983-93.8% | $5,329-93.1% | $11,426-96.8% |