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 | $16,909 | $101,618-83.4% | $93,063-81.8% | $137,256-87.7% |
| Participation rate | 83.3% | 74.9%+8.4pp | 72.1%+11.2pp | 80.0%+3.4pp |
| Annual return | 12.18% | 223.95%-211.8pp | 34.15%-22.0pp | 220.34%-208.2pp |
| Employer contribution / active EE | $3,557 | $2,707+31.4% | $2,476+43.6% | $4,156-14.4% |
| Participant deferral / active EE | $4,407 | $4,279+3.0% | $3,958+11.3% | $6,407-31.2% |
| Admin fee / account holder | $19,782 | $6,198+219.1% | $6,033+227.9% | $12,270+61.2% |