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 | $138,125 | $179,726-23.1% | $156,263-11.6% | $142,382-3.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.86% | 77.86%-59.0pp | 59.47%-40.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $17,585 | $5,069+246.9% | $4,333+305.8% | $4,299+309.0% |
| Participant deferral / active EE | $22,585 | $6,956+224.7% | $6,158+266.7% | $6,507+247.1% |
| Admin fee / account holder | $449 | $17,272-97.4% | $14,255-96.9% | $12,624-96.4% |