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 | $108,790 | $179,726-39.5% | $156,263-30.4% | $142,382-23.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 20.02% | 77.86%-57.8pp | 59.47%-39.4pp | 217.08%-197.1pp |
| Employer contribution / active EE | $4,872 | $5,069-3.9% | $4,333+12.4% | $4,299+13.3% |
| Participant deferral / active EE | $29,115 | $6,956+318.6% | $6,158+372.8% | $6,507+347.4% |
| Admin fee / account holder | $1,391 | $17,272-91.9% | $14,255-90.2% | $12,624-89.0% |