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 | $30,703 | $154,228-80.1% | $145,433-78.9% | $137,256-77.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.43% | 74.59%-54.2pp | 66.58%-46.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,960 | $4,804-59.2% | $4,554-57.0% | $4,156-52.8% |
| Participant deferral / active EE | $11,587 | $8,216+41.0% | $7,897+46.7% | $6,407+80.9% |
| Admin fee / account holder | $321 | $14,344-97.8% | $13,129-97.6% | $12,270-97.4% |