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 | $30,561 | $72,071-57.6% | $68,368-55.3% | $137,256-77.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.88% | 353.14%-335.3pp | 292.57%-274.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $4,418 | $2,788+58.5% | $2,649+66.8% | $4,156+6.3% |
| Participant deferral / active EE | $11,949 | $4,410+170.9% | $4,123+189.8% | $6,407+86.5% |
| Admin fee / account holder | $3,702 | $5,336-30.6% | $5,150-28.1% | $12,270-69.8% |