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 5-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 | $47,149 | $148,534-68.3% | $135,903-65.3% | $139,434-66.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.50% | 79.19%-61.7pp | 68.23%-50.7pp | 372.94%-355.4pp |
| Employer contribution / active EE | $3,100 | $5,243-40.9% | $4,856-36.2% | $4,751-34.7% |
| Participant deferral / active EE | $6,568 | $8,100-18.9% | $7,758-15.3% | $6,710-2.1% |
| Admin fee / account holder | $700 | $12,400-94.4% | $10,762-93.5% | $11,403-93.9% |