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 | $75,605 | $159,901-52.7% | $146,958-48.6% | $145,922-48.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.40% | 98.13%-83.7pp | 418.34%-403.9pp | 561.29%-546.9pp |
| Employer contribution / active EE | $9,205 | $5,286+74.1% | $4,933+86.6% | $4,660+97.5% |
| Participant deferral / active EE | $8,952 | $8,428+6.2% | $8,070+10.9% | $6,688+33.9% |
| Admin fee / account holder | $331 | $15,044-97.8% | $12,998-97.5% | $13,397-97.5% |