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 | $138,374 | $214,378-35.5% | $200,582-31.0% | $142,382-2.8% |
| Participation rate | 94.4% | 87.4%+7.0pp | 86.9%+7.6pp | 80.1%+14.3pp |
| Annual return | 21.69% | 46.41%-24.7pp | 42.33%-20.6pp | 217.08%-195.4pp |
| Employer contribution / active EE | $4,651 | $6,841-32.0% | $6,419-27.5% | $4,299+8.2% |
| Participant deferral / active EE | $11,838 | $9,865+20.0% | $9,331+26.9% | $6,507+81.9% |
| Admin fee / account holder | $492 | $17,692-97.2% | $16,305-97.0% | $12,624-96.1% |