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 | $26,121 | $104,974-75.1% | $95,585-72.7% | $142,382-81.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.05% | 210.33%-192.3pp | 38.56%-20.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $13,061 | $2,779+370.1% | $2,527+417.0% | $4,299+203.8% |
| Participant deferral / active EE | $48,032 | $4,352+1003.7% | $4,023+1094.1% | $6,507+638.1% |
| Admin fee / account holder | $38,680 | $6,386+505.7% | $6,127+531.3% | $12,624+206.4% |