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 | $106,029 | $159,602-33.6% | $150,045-29.3% | $142,382-25.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 28.05% | 70.24%-42.2pp | 62.55%-34.5pp | 217.08%-189.0pp |
| Employer contribution / active EE | $12,388 | $4,961+149.7% | $4,693+164.0% | $4,299+188.2% |
| Participant deferral / active EE | $15,630 | $8,310+88.1% | $7,997+95.4% | $6,507+140.2% |
| Admin fee / account holder | $4,604 | $14,846-69.0% | $13,435-65.7% | $12,624-63.5% |