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 | $40,284 | $172,111-76.6% | $150,298-73.2% | $137,256-70.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.77% | 69.37%-48.6pp | 62.79%-42.0pp | 220.34%-199.6pp |
| Employer contribution / active EE | $3,731 | $4,636-19.5% | $4,154-10.2% | $4,156-10.2% |
| Participant deferral / active EE | $6,235 | $6,166+1.1% | $5,453+14.4% | $6,407-2.7% |
| Admin fee / account holder | $766 | $16,471-95.4% | $14,116-94.6% | $12,270-93.8% |