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 3-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 | $31,517 | $159,901-80.3% | $146,958-78.6% | $145,922-78.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 46.57% | 98.13%-51.6pp | 418.34%-371.8pp | 561.29%-514.7pp |
| Employer contribution / active EE | $4,096 | $5,286-22.5% | $4,933-17.0% | $4,660-12.1% |
| Participant deferral / active EE | $8,257 | $8,428-2.0% | $8,070+2.3% | $6,688+23.5% |
| Admin fee / account holder | $1,160 | $15,044-92.3% | $12,998-91.1% | $13,397-91.3% |