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 | $34,074 | $209,336-83.7% | $197,124-82.7% | $137,256-75.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.91% | 48.09%-30.2pp | 44.34%-26.4pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,850 | $6,591-56.8% | $6,227-54.2% | $4,156-31.4% |
| Participant deferral / active EE | $4,194 | $9,614-56.4% | $9,135-54.1% | $6,407-34.5% |
| Admin fee / account holder | $675 | $17,308-96.1% | $16,298-95.9% | $12,270-94.5% |