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 | $19,604 | $109,327-82.1% | $89,391-78.1% | $158,922-87.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 253.51% | 345.68%-92.2pp | 245.62%+7.9pp | 302.83%-49.3pp |
| Employer contribution / active EE | $1,632 | $3,170-48.5% | $2,586-36.9% | $4,761-65.7% |
| Participant deferral / active EE | $1,632 | $4,598-64.5% | $3,890-58.1% | $5,982-72.7% |
| Admin fee / account holder | $638 | $6,153-89.6% | $4,881-86.9% | $11,246-94.3% |