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 | $66,441 | $159,602-58.4% | $150,045-55.7% | $142,382-53.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.01% | 70.24%-51.2pp | 62.55%-43.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $7,731 | $4,961+55.8% | $4,693+64.7% | $4,299+79.8% |
| Participant deferral / active EE | $19,215 | $8,310+131.2% | $7,997+140.3% | $6,507+195.3% |
| Admin fee / account holder | $346 | $14,846-97.7% | $13,435-97.4% | $12,624-97.3% |