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 | $59,869 | $114,381-47.7% | $107,525-44.3% | $142,382-58.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.34% | 242.71%-229.4pp | 181.32%-168.0pp | 217.08%-203.7pp |
| Employer contribution / active EE | $20,405 | $4,015+408.3% | $3,754+443.6% | $4,299+374.6% |
| Participant deferral / active EE | $7,631 | $5,564+37.1% | $5,116+49.2% | $6,507+17.3% |
| Admin fee / account holder | $911 | $9,860-90.8% | $8,919-89.8% | $12,624-92.8% |