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 | $112,636 | $95,266+18.2% | $82,389+36.7% | $142,382-20.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 23.49% | 25.74%-2.3pp | 28.67%-5.2pp | 217.08%-193.6pp |
| Employer contribution / active EE | $4,298 | $2,991+43.7% | $2,517+70.7% | $4,2990% |
| Participant deferral / active EE | $11,457 | $4,809+138.2% | $4,155+175.8% | $6,507+76.1% |
| Admin fee / account holder | $4,512 | $8,563-47.3% | $7,231-37.6% | $12,624-64.3% |