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 6-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 | $32,513 | $176,056-81.5% | $159,436-79.6% | $167,490-80.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.96% | 331.75%-310.8pp | 263.57%-242.6pp | 478.56%-457.6pp |
| Employer contribution / active EE | $2,189 | $5,297-58.7% | $4,829-54.7% | $4,837-54.7% |
| Participant deferral / active EE | $7,586 | $7,750-2.1% | $7,352+3.2% | $6,341+19.6% |
| Admin fee / account holder | $343 | $12,554-97.3% | $10,799-96.8% | $12,309-97.2% |