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 | $100,809 | $105,126-4.1% | $94,646+6.5% | $139,434-27.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 20.44% | 38.03%-17.6pp | 156.71%-136.3pp | 372.94%-352.5pp |
| Employer contribution / active EE | $5,234 | $4,106+27.5% | $3,672+42.5% | $4,751+10.2% |
| Participant deferral / active EE | $13,552 | $7,599+78.3% | $7,418+82.7% | $6,710+102.0% |
| Admin fee / account holder | $805 | $8,984-91.0% | $7,231-88.9% | $11,403-92.9% |