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 7-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 | $115,873 | $118,849-2.5% | $96,562+20.0% | $167,490-30.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 13.27% | 50.49%-37.2pp | 37.78%-24.5pp | 478.56%-465.3pp |
| Employer contribution / active EE | $12,117 | $3,120+288.4% | $2,356+414.2% | $4,837+150.5% |
| Participant deferral / active EE | $13,752 | $4,616+197.9% | $3,849+257.3% | $6,341+116.9% |
| Admin fee / account holder | $419 | $8,065-94.8% | $6,181-93.2% | $12,309-96.6% |