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 3-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 | $20,480 | $159,901-87.2% | $146,958-86.1% | $145,922-86.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.01% | 98.13%-86.1pp | 418.34%-406.3pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,585 | $5,286-70.0% | $4,933-67.9% | $4,660-66.0% |
| Participant deferral / active EE | $6,509 | $8,428-22.8% | $8,070-19.3% | $6,688-2.7% |
| Admin fee / account holder | $606 | $15,044-96.0% | $12,998-95.3% | $13,397-95.5% |