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 | $28,741 | $148,534-80.7% | $135,903-78.9% | $139,434-79.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.56% | 79.19%-53.6pp | 68.23%-42.7pp | 372.94%-347.4pp |
| Employer contribution / active EE | $12,000 | $5,243+128.9% | $4,856+147.1% | $4,751+152.6% |
| Participant deferral / active EE | $12,000 | $8,100+48.1% | $7,758+54.7% | $6,710+78.8% |
| Admin fee / account holder | $877 | $12,400-92.9% | $10,762-91.9% | $11,403-92.3% |