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 | $74,169 | $179,726-58.7% | $156,263-52.5% | $142,382-47.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 20.66% | 77.86%-57.2pp | 59.47%-38.8pp | 217.08%-196.4pp |
| Employer contribution / active EE | $4,764 | $5,069-6.0% | $4,333+10.0% | $4,299+10.8% |
| Participant deferral / active EE | $7,639 | $6,956+9.8% | $6,158+24.0% | $6,507+17.4% |
| Admin fee / account holder | $731 | $17,272-95.8% | $14,255-94.9% | $12,624-94.2% |