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 | $10,697 | $95,561-88.8% | $77,163-86.1% | $139,434-92.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.03% | 54.92%-41.9pp | 37.87%-24.8pp | 372.94%-359.9pp |
| Employer contribution / active EE | $1,734 | $3,147-44.9% | $2,535-31.6% | $4,751-63.5% |
| Participant deferral / active EE | $1,825 | $4,624-60.5% | $3,833-52.4% | $6,710-72.8% |
| Admin fee / account holder | $4,460 | $8,295-46.2% | $5,472-18.5% | $11,403-60.9% |