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 | $56,307 | $159,602-64.7% | $150,045-62.5% | $142,382-60.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.27% | 70.24%-52.0pp | 62.55%-44.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $4,898 | $4,961-1.3% | $4,693+4.4% | $4,299+13.9% |
| Participant deferral / active EE | $6,007 | $8,310-27.7% | $7,997-24.9% | $6,507-7.7% |
| Admin fee / account holder | $763 | $14,846-94.9% | $13,435-94.3% | $12,624-94.0% |