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 6-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 | $97,728 | $209,411-53.3% | $178,490-45.2% | $158,922-38.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.00% | 188.75%-188.8pp | 151.07%-151.1pp | 302.83%-302.8pp |
| Employer contribution / active EE | $3,290 | $5,706-42.3% | $5,011-34.3% | $4,761-30.9% |
| Participant deferral / active EE | $11,280 | $5,954+89.4% | $5,202+116.9% | $5,982+88.6% |
| Admin fee / account holder | $776 | $17,074-95.5% | $13,984-94.5% | $11,246-93.1% |