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 | $22,908 | $114,381-80.0% | $107,525-78.7% | $142,382-83.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 22.51% | 242.71%-220.2pp | 181.32%-158.8pp | 217.08%-194.6pp |
| Employer contribution / active EE | $3,533 | $4,015-12.0% | $3,754-5.9% | $4,299-17.8% |
| Participant deferral / active EE | $8,155 | $5,564+46.6% | $5,116+59.4% | $6,507+25.3% |
| Admin fee / account holder | $466 | $9,860-95.3% | $8,919-94.8% | $12,624-96.3% |