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 | $120,844 | $159,602-24.3% | $150,045-19.5% | $142,382-15.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.56% | 70.24%-52.7pp | 62.55%-45.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $11,716 | $4,961+136.2% | $4,693+149.6% | $4,299+172.5% |
| Participant deferral / active EE | $47,471 | $8,310+471.2% | $7,997+493.6% | $6,507+629.5% |
| Admin fee / account holder | $76,165 | $14,846+413.0% | $13,435+466.9% | $12,624+503.3% |