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 | $20,283 | $112,729-82.0% | $98,716-79.5% | $137,256-85.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 16.64% | 38.48%-21.8pp | 31.81%-15.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $4,977 | $2,725+82.6% | $2,279+118.4% | $4,156+19.8% |
| Participant deferral / active EE | $7,422 | $4,640+60.0% | $4,048+83.4% | $6,407+15.8% |
| Admin fee / account holder | $1,970 | $10,129-80.5% | $8,703-77.4% | $12,270-83.9% |