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 | $27,507 | $63,346-56.6% | $92,233-70.2% | $70,131-60.8% |
| Participation rate | 95.1% | 68.7%+26.4pp | 76.5%+18.6pp | 69.5%+25.6pp |
| Annual return | 0.00% | 530.12%-530.1pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,911 | $2,471-22.7% | $3,679-48.1% | $2,342-18.4% |
| Participant deferral / active EE | $3,688 | $2,854+29.2% | $3,897-5.4% | $3,332+10.7% |
| Admin fee / account holder | $2,554 | $3,840-33.5% | $5,194-50.8% | $4,645-45.0% |