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 | $149,561 | $158,398-5.6% | $126,539+18.2% | $142,382+5.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.01% | 593.76%-576.7pp | 425.95%-408.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $3,968 | $4,650-14.7% | $3,674+8.0% | $4,299-7.7% |
| Participant deferral / active EE | $3,215 | $4,767-32.5% | $4,083-21.2% | $6,507-50.6% |
| Admin fee / account holder | $1,098 | $6,918-84.1% | $6,065-81.9% | $12,624-91.3% |