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 | $101,385 | $154,117-34.2% | $129,995-22.0% | $139,434-27.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 22.87% | 32.48%-9.6pp | -137.18%+160.0pp | 372.94%-350.1pp |
| Employer contribution / active EE | $1,354 | $5,289-74.4% | $4,320-68.7% | $4,751-71.5% |
| Participant deferral / active EE | $16,833 | $6,710+150.9% | $5,820+189.2% | $6,710+150.9% |
| Admin fee / account holder | $382 | $14,007-97.3% | $10,614-96.4% | $11,403-96.7% |