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 | $16,185 | $117,983-86.3% | $101,794-84.1% | $142,382-88.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 21.67% | 36.92%-15.2pp | 30.53%-8.9pp | 217.08%-195.4pp |
| Employer contribution / active EE | $2,383 | $2,773-14.0% | $2,289+4.1% | $4,299-44.6% |
| Participant deferral / active EE | $3,572 | $4,714-24.2% | $4,084-12.5% | $6,507-45.1% |
| Admin fee / account holder | $710 | $10,433-93.2% | $8,777-91.9% | $12,624-94.4% |