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 | $50,230 | $89,753-44.0% | $107,525-53.3% | $84,808-40.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 20.16% | 29.48%-9.3pp | 181.32%-161.2pp | 40.90%-20.7pp |
| Employer contribution / active EE | $3,999 | $3,113+28.4% | $3,754+6.5% | $2,631+52.0% |
| Participant deferral / active EE | $8,497 | $4,056+109.5% | $5,116+66.1% | $4,212+101.8% |
| Admin fee / account holder | $2,445 | $7,222-66.2% | $8,919-72.6% | $7,344-66.7% |