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 | $58,921 | $85,022-30.7% | $70,515-16.4% | $139,434-57.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 17.27% | 30.38%-13.1pp | 32.77%-15.5pp | 372.94%-355.7pp |
| Employer contribution / active EE | $2,580 | $3,909-34.0% | $2,973-13.2% | $4,751-45.7% |
| Participant deferral / active EE | $11,250 | $5,890+91.0% | $4,567+146.3% | $6,710+67.7% |
| Admin fee / account holder | $17,943 | $8,906+101.5% | $6,412+179.8% | $11,403+57.4% |