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 | $174,741 | $100,773+73.4% | $88,946+96.5% | $142,382+22.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 19.17% | 70.18%-51.0pp | 57.82%-38.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,865 | $2,918-1.8% | $2,555+12.1% | $4,299-33.4% |
| Participant deferral / active EE | $9,670 | $5,230+84.9% | $4,581+111.1% | $6,507+48.6% |
| Admin fee / account holder | $329 | $9,693-96.6% | $8,261-96.0% | $12,624-97.4% |