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 5-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 | $29,643 | $159,901-81.5% | $146,958-79.8% | $145,922-79.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.96% | 98.13%-86.2pp | 418.34%-406.4pp | 561.29%-549.3pp |
| Employer contribution / active EE | $2,810 | $5,286-46.9% | $4,933-43.0% | $4,660-39.7% |
| Participant deferral / active EE | $5,566 | $8,428-34.0% | $8,070-31.0% | $6,688-16.8% |
| Admin fee / account holder | $1,118 | $15,044-92.6% | $12,998-91.4% | $13,397-91.7% |