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 | $20,202 | $96,305-79.0% | $80,569-74.9% | $139,434-85.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 29.02% | 1350.08%-1321.1pp | 935.43%-906.4pp | 372.94%-343.9pp |
| Employer contribution / active EE | $2,256 | $3,262-30.9% | $2,723-17.2% | $4,751-52.5% |
| Participant deferral / active EE | $9,465 | $5,232+80.9% | $4,447+112.8% | $6,710+41.1% |
| Admin fee / account holder | $325 | $6,599-95.1% | $5,377-94.0% | $11,403-97.1% |