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 | $109,815 | $142,382-22.9% | $42,613+157.7% | $142,382-22.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 73.5%+26.5pp | 80.1%+19.9pp |
| Annual return | 18.57% | 217.08%-198.5pp | 19.23%-0.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $3,269 | $4,299-24.0% | $1,687+93.8% | $4,299-24.0% |
| Participant deferral / active EE | $18,394 | $6,507+182.7% | $4,456+312.8% | $6,507+182.7% |
| Admin fee / account holder | $1,277 | $12,624-89.9% | $2,621-51.3% | $12,624-89.9% |