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 | $17,342 | $104,907-83.5% | $84,611-79.5% | $152,861-88.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 0.00% | 373.79%-373.8pp | 258.74%-258.7pp | 345.32%-345.3pp |
| Employer contribution / active EE | $11,463 | $3,302+247.2% | $2,652+332.2% | $4,762+140.7% |
| Participant deferral / active EE | $7,531 | $4,688+60.6% | $3,899+93.2% | $5,850+28.7% |
| Admin fee / account holder | $519 | $6,241-91.7% | $4,912-89.4% | $11,596-95.5% |