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 | $22,739 | $159,901-85.8% | $146,958-84.5% | $145,922-84.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 101.26% | 98.13%+3.1pp | 418.34%-317.1pp | 561.29%-460.0pp |
| Employer contribution / active EE | $7,300 | $5,286+38.1% | $4,933+48.0% | $4,660+56.7% |
| Participant deferral / active EE | $3,976 | $8,428-52.8% | $8,070-50.7% | $6,688-40.5% |
| Admin fee / account holder | $355 | $15,044-97.6% | $12,998-97.3% | $13,397-97.4% |