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 3-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 | $25,489 | $105,126-75.8% | $94,646-73.1% | $139,434-81.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 0.00% | 38.03%-38.0pp | 156.71%-156.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $10,977 | $4,106+167.4% | $3,672+198.9% | $4,751+131.0% |
| Participant deferral / active EE | $18,246 | $7,599+140.1% | $7,418+146.0% | $6,710+171.9% |
| Admin fee / account holder | $1,236 | $8,984-86.2% | $7,231-82.9% | $11,403-89.2% |