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 | $116,703 | $111,754+4.4% | $103,333+12.9% | $145,922-20.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.99% | 24.77%-12.8pp | 24.88%-12.9pp | 561.29%-549.3pp |
| Employer contribution / active EE | $3,804 | $4,212-9.7% | $3,868-1.7% | $4,660-18.4% |
| Participant deferral / active EE | $16,560 | $5,619+194.7% | $5,057+227.4% | $6,688+147.6% |
| Admin fee / account holder | $506 | $9,750-94.8% | $8,355-93.9% | $13,397-96.2% |