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 | $74,320 | $148,534-50.0% | $135,903-45.3% | $139,434-46.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.94% | 79.19%-58.2pp | 68.23%-47.3pp | 372.94%-352.0pp |
| Employer contribution / active EE | $12,681 | $5,243+141.9% | $4,856+161.1% | $4,751+166.9% |
| Participant deferral / active EE | $10,027 | $8,100+23.8% | $7,758+29.2% | $6,710+49.4% |
| Admin fee / account holder | $1,368 | $12,400-89.0% | $10,762-87.3% | $11,403-88.0% |