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 | $116,849 | $117,841-0.8% | $102,423+14.1% | $145,922-19.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 20.81% | 31.65%-10.8pp | 29.32%-8.5pp | 561.29%-540.5pp |
| Employer contribution / active EE | $7,727 | $3,615+113.8% | $3,023+155.6% | $4,660+65.8% |
| Participant deferral / active EE | $12,246 | $5,731+113.7% | $5,053+142.3% | $6,688+83.1% |
| Admin fee / account holder | $373 | $13,326-97.2% | $9,451-96.1% | $13,397-97.2% |