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 | $21,715 | $175,202-87.6% | $149,673-85.5% | $139,434-84.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 55.69% | 166.71%-111.0pp | 134.42%-78.7pp | 372.94%-317.3pp |
| Employer contribution / active EE | $13,842 | $5,474+152.9% | $4,818+187.3% | $4,751+191.4% |
| Participant deferral / active EE | $6,719 | $6,519+3.1% | $5,680+18.3% | $6,710+0.1% |
| Admin fee / account holder | $356 | $16,150-97.8% | $13,210-97.3% | $11,403-96.9% |