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 3-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 | $32,453 | $183,519-82.3% | $155,509-79.1% | $145,922-77.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 57.57% | 61.17%-3.6pp | 64.67%-7.1pp | 561.29%-503.7pp |
| Employer contribution / active EE | $6,786 | $5,313+27.7% | $4,672+45.2% | $4,660+45.6% |
| Participant deferral / active EE | $7,604 | $6,462+17.7% | $5,626+35.1% | $6,688+13.7% |
| Admin fee / account holder | $1,663 | $19,313-91.4% | $15,912-89.5% | $13,397-87.6% |