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 | $20,013 | $202,432-90.1% | $169,368-88.2% | $139,434-85.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 29.65% | 531.74%-502.1pp | 405.60%-375.9pp | 372.94%-343.3pp |
| Employer contribution / active EE | $1,434 | $4,692-69.4% | $4,013-64.3% | $4,751-69.8% |
| Participant deferral / active EE | $6,083 | $6,938-12.3% | $6,221-2.2% | $6,710-9.4% |
| Admin fee / account holder | $3,161 | $10,708-70.5% | $9,003-64.9% | $11,403-72.3% |