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 10-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 | $28,764 | $103,376-72.2% | $87,100-67.0% | $152,861-81.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 18.78% | 28.10%-9.3pp | 28.19%-9.4pp | 345.32%-326.5pp |
| Employer contribution / active EE | $3,841 | $3,220+19.3% | $2,521+52.4% | $4,762-19.3% |
| Participant deferral / active EE | $3,969 | $4,778-16.9% | $4,049-2.0% | $5,850-32.2% |
| Admin fee / account holder | $1,011 | $12,205-91.7% | $7,497-86.5% | $11,596-91.3% |