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 | $27,021 | $159,602-83.1% | $150,045-82.0% | $142,382-81.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 27.60% | 70.24%-42.6pp | 62.55%-35.0pp | 217.08%-189.5pp |
| Employer contribution / active EE | $8,390 | $4,961+69.1% | $4,693+78.8% | $4,299+95.2% |
| Participant deferral / active EE | $6,156 | $8,310-25.9% | $7,997-23.0% | $6,507-5.4% |
| Admin fee / account holder | $4,151 | $14,846-72.0% | $13,435-69.1% | $12,624-67.1% |