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 | $34,766 | $165,984-79.1% | $164,813-78.9% | $145,922-76.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.75% | 100.03%-86.3pp | 69.93%-56.2pp | 561.29%-547.5pp |
| Employer contribution / active EE | $3,595 | $5,273-31.8% | $4,341-17.2% | $4,660-22.9% |
| Participant deferral / active EE | $7,150 | $6,959+2.7% | $6,031+18.5% | $6,688+6.9% |
| Admin fee / account holder | $1,690 | $16,648-89.9% | $12,690-86.7% | $13,397-87.4% |