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 | $103,958 | $52,353+98.6% | $120,225-13.5% | $82,448+26.1% |
| Participation rate | 85.0% | 58.3%+26.7pp | 69.6%+15.4pp | 68.1%+16.9pp |
| Annual return | 14.96% | 61.85%-46.9pp | 439.23%-424.3pp | 41.64%-26.7pp |
| Employer contribution / active EE | $2,503 | $1,510+65.7% | $3,475-28.0% | $2,551-1.9% |
| Participant deferral / active EE | $5,079 | $2,627+93.4% | $3,999+27.0% | $4,139+22.7% |
| Admin fee / account holder | $4,049 | $4,363-7.2% | $5,696-28.9% | $7,234-44.0% |