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 | $33,863 | $99,640-66.0% | $86,436-60.8% | $134,475-74.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.72% | 6782.58%-6798.3pp | 4394.89%-4410.6pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,753 | $4,400-37.4% | $3,769-27.0% | $4,740-41.9% |
| Participant deferral / active EE | $7,302 | $7,246+0.8% | $6,952+5.0% | $6,400+14.1% |
| Admin fee / account holder | $6,218 | $8,371-25.7% | $6,731-7.6% | $11,426-45.6% |