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 7-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 | $16,455 | $138,044-88.1% | $125,339-86.9% | $134,475-87.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -4.00% | 750.33%-754.3pp | 572.05%-576.1pp | 417.96%-422.0pp |
| Employer contribution / active EE | $9,095 | $5,243+73.5% | $4,814+89.0% | $4,740+91.9% |
| Participant deferral / active EE | $10,210 | $7,799+30.9% | $7,446+37.1% | $6,400+59.5% |
| Admin fee / account holder | $26,740 | $11,571+131.1% | $10,010+167.1% | $11,426+134.0% |