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 | $20,164 | $159,602-87.4% | $150,045-86.6% | $142,382-85.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.30% | 70.24%-49.9pp | 62.55%-42.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $4,047 | $4,961-18.4% | $4,693-13.8% | $4,299-5.9% |
| Participant deferral / active EE | $6,455 | $8,310-22.3% | $7,997-19.3% | $6,507-0.8% |
| Admin fee / account holder | $988 | $14,846-93.3% | $13,435-92.6% | $12,624-92.2% |