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 | $79,977 | $133,922-40.3% | $116,228-31.2% | $142,382-43.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 21.36% | 147.76%-126.4pp | 90.06%-68.7pp | 217.08%-195.7pp |
| Employer contribution / active EE | $7,361 | $3,446+113.6% | $2,994+145.8% | $4,299+71.2% |
| Participant deferral / active EE | $12,031 | $5,672+112.1% | $4,953+142.9% | $6,507+84.9% |
| Admin fee / account holder | $432 | $14,945-97.1% | $11,989-96.4% | $12,624-96.6% |