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 | $29,079 | $133,922-78.3% | $116,228-75.0% | $142,382-79.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 52.14% | 147.76%-95.6pp | 90.06%-37.9pp | 217.08%-164.9pp |
| Employer contribution / active EE | $3,932 | $3,446+14.1% | $2,994+31.3% | $4,299-8.5% |
| Participant deferral / active EE | $5,681 | $5,672+0.2% | $4,953+14.7% | $6,507-12.7% |
| Admin fee / account holder | $740 | $14,945-95.0% | $11,989-93.8% | $12,624-94.1% |