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 | $41,081 | $127,065-67.7% | $113,168-63.7% | $142,382-71.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.14% | 24.03%-8.9pp | 24.27%-9.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $5,170 | $3,442+50.2% | $2,975+73.8% | $4,299+20.3% |
| Participant deferral / active EE | $5,469 | $5,716-4.3% | $5,107+7.1% | $6,507-16.0% |
| Admin fee / account holder | $611 | $15,736-96.1% | $12,068-94.9% | $12,624-95.2% |