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 | $25,097 | $109,817-77.1% | $98,442-74.5% | $167,490-85.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.83% | 1956.69%-1945.9pp | 1492.73%-1481.9pp | 478.56%-467.7pp |
| Employer contribution / active EE | $3,197 | $3,224-0.8% | $2,960+8.0% | $4,837-33.9% |
| Participant deferral / active EE | $2,026 | $4,673-56.6% | $4,276-52.6% | $6,341-68.1% |
| Admin fee / account holder | $2,366 | $6,753-65.0% | $5,949-60.2% | $12,309-80.8% |