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 | $88,619 | $117,841-24.8% | $102,423-13.5% | $145,922-39.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.54% | 31.65%-18.1pp | 29.32%-15.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $3,612 | $3,615-0.1% | $3,023+19.5% | $4,660-22.5% |
| Participant deferral / active EE | $16,554 | $5,731+188.9% | $5,053+227.6% | $6,688+147.5% |
| Admin fee / account holder | $9,209 | $13,326-30.9% | $9,451-2.6% | $13,397-31.3% |