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 | $34,333 | $177,572-80.7% | $154,803-77.8% | $142,382-75.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.56% | 65.07%-42.5pp | 58.88%-36.3pp | 217.08%-194.5pp |
| Employer contribution / active EE | $2,514 | $4,810-47.7% | $4,305-41.6% | $4,299-41.5% |
| Participant deferral / active EE | $5,691 | $6,272-9.3% | $5,540+2.7% | $6,507-12.5% |
| Admin fee / account holder | $527 | $16,786-96.9% | $14,329-96.3% | $12,624-95.8% |