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 | $29,312 | $159,602-81.6% | $150,045-80.5% | $142,382-79.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 29.41% | 70.24%-40.8pp | 62.55%-33.1pp | 217.08%-187.7pp |
| Employer contribution / active EE | $3,733 | $4,961-24.7% | $4,693-20.5% | $4,299-13.2% |
| Participant deferral / active EE | $10,054 | $8,310+21.0% | $7,997+25.7% | $6,507+54.5% |
| Admin fee / account holder | $313 | $14,846-97.9% | $13,435-97.7% | $12,624-97.5% |