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 | $22,347 | $112,096-80.1% | $95,952-76.7% | $158,922-85.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 0.00% | 171.09%-171.1pp | 91.61%-91.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $15,923 | $3,198+397.9% | $2,541+526.6% | $4,761+234.4% |
| Participant deferral / active EE | $4,767 | $4,784-0.3% | $4,167+14.4% | $5,982-20.3% |
| Admin fee / account holder | $1,043 | $10,130-89.7% | $6,795-84.7% | $11,246-90.7% |