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 | $31,775 | $159,934-80.1% | $147,005-78.4% | $145,959-78.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 34.90% | 98.24%-63.3pp | 418.76%-383.9pp | 561.95%-527.0pp |
| Employer contribution / active EE | $3,218 | $5,287-39.1% | $4,934-34.8% | $4,661-31.0% |
| Participant deferral / active EE | $11,105 | $8,427+31.8% | $8,070+37.6% | $6,689+66.0% |
| Admin fee / account holder | $1,543 | $15,053-89.7% | $13,006-88.1% | $13,398-88.5% |