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 7-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 | $37,916 | $114,381-66.9% | $107,525-64.7% | $142,382-73.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.24% | 242.71%-230.5pp | 181.32%-169.1pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,875 | $4,015-53.3% | $3,754-50.1% | $4,299-56.4% |
| Participant deferral / active EE | $3,472 | $5,564-37.6% | $5,116-32.1% | $6,507-46.6% |
| Admin fee / account holder | $12,952 | $9,860+31.4% | $8,919+45.2% | $12,624+2.6% |