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 | $65,954 | $177,572-62.9% | $154,803-57.4% | $142,382-53.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.70% | 65.07%-46.4pp | 58.88%-40.2pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,823 | $4,810-41.3% | $4,305-34.4% | $4,299-34.3% |
| Participant deferral / active EE | $5,685 | $6,272-9.3% | $5,540+2.6% | $6,507-12.6% |
| Admin fee / account holder | $695 | $16,786-95.9% | $14,329-95.2% | $12,624-94.5% |