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 8-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 | $51,739 | $99,640-48.1% | $86,436-40.1% | $134,475-61.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.42% | 6782.58%-6799.0pp | 4394.89%-4411.3pp | 417.96%-434.4pp |
| Employer contribution / active EE | $8,661 | $4,400+96.8% | $3,769+129.8% | $4,740+82.7% |
| Participant deferral / active EE | $7,747 | $7,246+6.9% | $6,952+11.4% | $6,400+21.0% |
| Admin fee / account holder | $981 | $8,371-88.3% | $6,731-85.4% | $11,426-91.4% |