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 5-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 | $97,577 | $132,634-26.4% | $115,768-15.7% | $137,256-28.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 16.97% | 160.70%-143.7pp | 100.46%-83.5pp | 220.34%-203.4pp |
| Employer contribution / active EE | $7,441 | $3,360+121.5% | $2,940+153.1% | $4,156+79.0% |
| Participant deferral / active EE | $14,938 | $5,619+165.9% | $4,917+203.8% | $6,407+133.2% |
| Admin fee / account holder | $4,672 | $15,028-68.9% | $12,439-62.4% | $12,270-61.9% |