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 5-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 | $17,969 | $99,918-82.0% | $81,382-77.9% | $145,922-87.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 20.21% | 34.32%-14.1pp | 24.73%-4.5pp | 561.29%-541.1pp |
| Employer contribution / active EE | $1,414 | $2,978-52.5% | $2,463-42.6% | $4,660-69.6% |
| Participant deferral / active EE | $6,492 | $4,605+41.0% | $3,883+67.2% | $6,688-2.9% |
| Admin fee / account holder | $531 | $8,212-93.5% | $5,768-90.8% | $13,397-96.0% |