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 | $88,536 | $209,336-57.7% | $197,124-55.1% | $137,256-35.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 53.94% | 48.09%+5.8pp | 44.34%+9.6pp | 220.34%-166.4pp |
| Employer contribution / active EE | $14,000 | $6,591+112.4% | $6,227+124.8% | $4,156+236.9% |
| Participant deferral / active EE | $17,345 | $9,614+80.4% | $9,135+89.9% | $6,407+170.7% |
| Admin fee / account holder | $825 | $17,308-95.2% | $16,298-94.9% | $12,270-93.3% |