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 | $64,808 | $100,970-35.8% | $96,576-32.9% | $137,256-52.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 16.35% | 38.16%-21.8pp | 38.47%-22.1pp | 220.34%-204.0pp |
| Employer contribution / active EE | $8,466 | $3,809+122.3% | $3,553+138.3% | $4,156+103.7% |
| Participant deferral / active EE | $10,200 | $8,286+23.1% | $7,956+28.2% | $6,407+59.2% |
| Admin fee / account holder | $2,447 | $11,312-78.4% | $11,381-78.5% | $12,270-80.1% |