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 | $68,992 | $214,378-67.8% | $200,582-65.6% | $142,382-51.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.35% | 46.41%-30.1pp | 42.33%-26.0pp | 217.08%-200.7pp |
| Employer contribution / active EE | $5,417 | $6,841-20.8% | $6,419-15.6% | $4,299+26.0% |
| Participant deferral / active EE | $16,642 | $9,865+68.7% | $9,331+78.3% | $6,507+155.7% |
| Admin fee / account holder | $2,741 | $17,692-84.5% | $16,305-83.2% | $12,624-78.3% |