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 | $111,020 | $209,336-47.0% | $197,124-43.7% | $137,256-19.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.21% | 48.09%-25.9pp | 44.34%-22.1pp | 220.34%-198.1pp |
| Employer contribution / active EE | $7,821 | $6,591+18.7% | $6,227+25.6% | $4,156+88.2% |
| Participant deferral / active EE | $16,799 | $9,614+74.7% | $9,135+83.9% | $6,407+162.2% |
| Admin fee / account holder | $311 | $17,308-98.2% | $16,298-98.1% | $12,270-97.5% |