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 | $20,889 | $117,983-82.3% | $101,794-79.5% | $142,382-85.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 21.81% | 36.92%-15.1pp | 30.53%-8.7pp | 217.08%-195.3pp |
| Employer contribution / active EE | $2,557 | $2,773-7.8% | $2,289+11.7% | $4,299-40.5% |
| Participant deferral / active EE | $9,012 | $4,714+91.2% | $4,084+120.7% | $6,507+38.5% |
| Admin fee / account holder | $502 | $10,433-95.2% | $8,777-94.3% | $12,624-96.0% |