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 | $207,700 | $114,381+81.6% | $107,525+93.2% | $142,382+45.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.68% | 242.71%-228.0pp | 181.32%-166.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,910 | $4,015-52.4% | $3,754-49.1% | $4,299-55.6% |
| Participant deferral / active EE | $7,399 | $5,564+33.0% | $5,116+44.6% | $6,507+13.7% |
| Admin fee / account holder | $369 | $9,860-96.3% | $8,919-95.9% | $12,624-97.1% |