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 | $20,685 | $177,572-88.4% | $154,803-86.6% | $142,382-85.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 1677.47% | 65.07%+1612.4pp | 58.88%+1618.6pp | 217.08%+1460.4pp |
| Employer contribution / active EE | $1,632 | $4,810-66.1% | $4,305-62.1% | $4,299-62.0% |
| Participant deferral / active EE | $1,899 | $6,272-69.7% | $5,540-65.7% | $6,507-70.8% |
| Admin fee / account holder | $528 | $16,786-96.9% | $14,329-96.3% | $12,624-95.8% |