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 | $108,596 | $73,515+47.7% | $62,995+72.4% | $147,584-26.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 0.00% | 175.43%-175.4pp | 87.57%-87.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,373 | $3,320-28.5% | $2,759-14.0% | $4,876-51.3% |
| Participant deferral / active EE | $4,241 | $4,185+1.3% | $3,329+27.4% | $5,439-22.0% |
| Admin fee / account holder | $7,668 | $5,953+28.8% | $3,600+113.0% | $10,885-29.6% |