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 | $19,459 | $114,381-83.0% | $107,525-81.9% | $142,382-86.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.49% | 242.71%-222.2pp | 181.32%-160.8pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,963 | $4,015-26.2% | $3,754-21.1% | $4,299-31.1% |
| Participant deferral / active EE | $3,768 | $5,564-32.3% | $5,116-26.3% | $6,507-42.1% |
| Admin fee / account holder | $1,207 | $9,860-87.8% | $8,919-86.5% | $12,624-90.4% |