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 | $94,052 | $148,534-36.7% | $135,903-30.8% | $139,434-32.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 40.24% | 79.19%-39.0pp | 68.23%-28.0pp | 372.94%-332.7pp |
| Employer contribution / active EE | $22,135 | $5,243+322.2% | $4,856+355.8% | $4,751+365.9% |
| Participant deferral / active EE | $22,460 | $8,100+177.3% | $7,758+189.5% | $6,710+234.7% |
| Admin fee / account holder | $506 | $12,400-95.9% | $10,762-95.3% | $11,403-95.6% |