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 4-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 | $42,681 | $108,919-60.8% | $100,391-57.5% | $145,922-70.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.27% | 57.88%-47.6pp | 49.20%-38.9pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,019 | $4,419-54.3% | $3,942-48.8% | $4,660-56.7% |
| Participant deferral / active EE | $6,014 | $8,445-28.8% | $8,082-25.6% | $6,688-10.1% |
| Admin fee / account holder | $1,001 | $9,689-89.7% | $7,899-87.3% | $13,397-92.5% |