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 3-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 | $78,752 | $159,602-50.7% | $150,045-47.5% | $142,382-44.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 29.62% | 70.24%-40.6pp | 62.55%-32.9pp | 217.08%-187.5pp |
| Employer contribution / active EE | $18,756 | $4,961+278.1% | $4,693+299.6% | $4,299+336.3% |
| Participant deferral / active EE | $13,121 | $8,310+57.9% | $7,997+64.1% | $6,507+101.6% |
| Admin fee / account holder | $3,219 | $14,846-78.3% | $13,435-76.0% | $12,624-74.5% |