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 | $23,864 | $172,111-86.1% | $150,298-84.1% | $137,256-82.6% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 19.07% | 69.37%-50.3pp | 62.79%-43.7pp | 220.34%-201.3pp |
| Employer contribution / active EE | $8,216 | $4,636+77.2% | $4,154+97.8% | $4,156+97.7% |
| Participant deferral / active EE | $1,900 | $6,166-69.2% | $5,453-65.2% | $6,407-70.3% |
| Admin fee / account holder | $417 | $16,471-97.5% | $14,116-97.0% | $12,270-96.6% |