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 | $36,325 | $133,958-72.9% | $112,228-67.6% | $134,475-73.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.02% | 47.11%-67.1pp | 27.45%-47.5pp | 417.96%-438.0pp |
| Employer contribution / active EE | $1,142 | $4,038-71.7% | $3,635-68.6% | $4,740-75.9% |
| Participant deferral / active EE | $3,921 | $5,291-25.9% | $4,728-17.1% | $6,400-38.7% |
| Admin fee / account holder | $301 | $7,489-96.0% | $6,410-95.3% | $11,426-97.4% |