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 | $121,915 | $210,648-42.1% | $177,989-31.5% | $145,922-16.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.82% | 385.86%-372.0pp | 294.48%-280.7pp | 561.29%-547.5pp |
| Employer contribution / active EE | $6,217 | $4,565+36.2% | $3,949+57.4% | $4,660+33.4% |
| Participant deferral / active EE | $8,434 | $6,958+21.2% | $6,276+34.4% | $6,688+26.1% |
| Admin fee / account holder | $8,357 | $12,013-30.4% | $10,363-19.4% | $13,397-37.6% |