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 | $22,741 | $202,432-88.8% | $169,368-86.6% | $139,434-83.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 30.61% | 531.74%-501.1pp | 405.60%-375.0pp | 372.94%-342.3pp |
| Employer contribution / active EE | $1,098 | $4,692-76.6% | $4,013-72.6% | $4,751-76.9% |
| Participant deferral / active EE | $9,272 | $6,938+33.6% | $6,221+49.0% | $6,710+38.2% |
| Admin fee / account holder | $525 | $10,708-95.1% | $9,003-94.2% | $11,403-95.4% |