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 | $108,091 | $159,602-32.3% | $150,045-28.0% | $142,382-24.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 25.15% | 70.24%-45.1pp | 62.55%-37.4pp | 217.08%-191.9pp |
| Employer contribution / active EE | $7,024 | $4,961+41.6% | $4,693+49.7% | $4,299+63.4% |
| Participant deferral / active EE | $17,251 | $8,310+107.6% | $7,997+115.7% | $6,507+165.1% |
| Admin fee / account holder | $7,722 | $14,846-48.0% | $13,435-42.5% | $12,624-38.8% |