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 | $33,283 | $90,600-63.3% | $79,464-58.1% | $135,375-75.4% |
| Participation rate | 88.9% | 76.0%+12.8pp | 73.3%+15.5pp | 82.6%+6.2pp |
| Annual return | -5.23% | 977.43%-982.7pp | 718.14%-723.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $2,684 | $3,068-12.5% | $2,800-4.2% | $4,779-43.8% |
| Participant deferral / active EE | $3,077 | $4,050-24.0% | $3,704-16.9% | $5,609-45.1% |
| Admin fee / account holder | $16,453 | $5,907+178.5% | $5,113+221.8% | $10,827+52.0% |