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 | $12,383 | $76,407-83.8% | $150,298-91.8% | $82,448-85.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 17.00% | 39.99%-23.0pp | 62.79%-45.8pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,461 | $2,614-44.1% | $4,154-64.8% | $2,551-42.7% |
| Participant deferral / active EE | $1,712 | $3,214-46.7% | $5,453-68.6% | $4,139-58.6% |
| Admin fee / account holder | $3,705 | $6,352-41.7% | $14,116-73.8% | $7,234-48.8% |