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 | $25,806 | $97,757-73.6% | $83,848-69.2% | $135,375-80.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.11% | 1287.37%-1295.5pp | 850.88%-859.0pp | 519.73%-527.8pp |
| Employer contribution / active EE | $5,920 | $4,222+40.2% | $3,631+63.1% | $4,779+23.9% |
| Participant deferral / active EE | $4,764 | $4,682+1.7% | $4,082+16.7% | $5,609-15.1% |
| Admin fee / account holder | $336 | $6,674-95.0% | $5,478-93.9% | $10,827-96.9% |