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 | $76,420 | $201,272-62.0% | $184,203-58.5% | $145,922-47.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.05% | 29.00%-13.9pp | 28.81%-13.8pp | 561.29%-546.2pp |
| Employer contribution / active EE | $3,409 | $7,022-51.5% | $6,427-47.0% | $4,660-26.8% |
| Participant deferral / active EE | $17,204 | $9,806+75.4% | $9,131+88.4% | $6,688+157.2% |
| Admin fee / account holder | $3,258 | $16,364-80.1% | $13,901-76.6% | $13,397-75.7% |