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 | $28,495 | $74,888-61.9% | $71,209-60.0% | $142,382-80.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.62% | 345.14%-325.5pp | 282.51%-262.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $4,719 | $2,854+65.3% | $2,721+73.4% | $4,299+9.8% |
| Participant deferral / active EE | $15,456 | $4,454+247.0% | $4,175+270.2% | $6,507+137.5% |
| Admin fee / account holder | $4,871 | $5,568-12.5% | $5,349-8.9% | $12,624-61.4% |