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 | $72,561 | $72,071+0.7% | $68,368+6.1% | $137,256-47.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.82% | 353.14%-331.3pp | 292.57%-270.8pp | 220.34%-198.5pp |
| Employer contribution / active EE | $2,171 | $2,788-22.1% | $2,649-18.0% | $4,156-47.8% |
| Participant deferral / active EE | $10,241 | $4,410+132.2% | $4,123+148.4% | $6,407+59.8% |
| Admin fee / account holder | $446 | $5,336-91.6% | $5,150-91.3% | $12,270-96.4% |