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 5-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 | $53,630 | $159,901-66.5% | $146,958-63.5% | $145,922-63.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.04% | 98.13%-83.1pp | 418.34%-403.3pp | 561.29%-546.2pp |
| Employer contribution / active EE | $4,912 | $5,286-7.1% | $4,933-0.4% | $4,660+5.4% |
| Participant deferral / active EE | $11,686 | $8,428+38.7% | $8,070+44.8% | $6,688+74.7% |
| Admin fee / account holder | $452 | $15,044-97.0% | $12,998-96.5% | $13,397-96.6% |