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 5-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 | $66,630 | $127,065-47.6% | $113,168-41.1% | $142,382-53.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.70% | 24.03%-5.3pp | 24.27%-5.6pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,067 | $3,442-69.0% | $2,975-64.1% | $4,299-75.2% |
| Participant deferral / active EE | $11,101 | $5,716+94.2% | $5,107+117.4% | $6,507+70.6% |
| Admin fee / account holder | $414 | $15,736-97.4% | $12,068-96.6% | $12,624-96.7% |