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 | $52,124 | $127,065-59.0% | $113,168-53.9% | $142,382-63.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 20.79% | 24.03%-3.2pp | 24.27%-3.5pp | 217.08%-196.3pp |
| Employer contribution / active EE | $4,011 | $3,442+16.5% | $2,975+34.8% | $4,299-6.7% |
| Participant deferral / active EE | $7,000 | $5,716+22.5% | $5,107+37.1% | $6,507+7.6% |
| Admin fee / account holder | $344 | $15,736-97.8% | $12,068-97.1% | $12,624-97.3% |