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 | $32,935 | $100,773-67.3% | $88,946-63.0% | $142,382-76.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.44% | 70.18%-49.7pp | 57.82%-37.4pp | 217.08%-196.6pp |
| Employer contribution / active EE | $3,875 | $2,918+32.8% | $2,555+51.7% | $4,299-9.9% |
| Participant deferral / active EE | $8,441 | $5,230+61.4% | $4,581+84.2% | $6,507+29.7% |
| Admin fee / account holder | $3,898 | $9,693-59.8% | $8,261-52.8% | $12,624-69.1% |