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 | $26,136 | $159,602-83.6% | $150,045-82.6% | $142,382-81.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.28% | 70.24%-51.0pp | 62.55%-43.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,466 | $4,961-70.4% | $4,693-68.8% | $4,299-65.9% |
| Participant deferral / active EE | $4,355 | $8,310-47.6% | $7,997-45.5% | $6,507-33.1% |
| Admin fee / account holder | $1,367 | $14,846-90.8% | $13,435-89.8% | $12,624-89.2% |