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 3-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 | $74,177 | $214,378-65.4% | $200,582-63.0% | $142,382-47.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.99% | 46.41%-24.4pp | 42.33%-20.3pp | 217.08%-195.1pp |
| Employer contribution / active EE | $24,784 | $6,841+262.3% | $6,419+286.1% | $4,299+476.5% |
| Participant deferral / active EE | $39,690 | $9,865+302.3% | $9,331+325.4% | $6,507+509.9% |
| Admin fee / account holder | $416 | $17,692-97.6% | $16,305-97.4% | $12,624-96.7% |