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 | $37,627 | $127,065-70.4% | $113,168-66.8% | $142,382-73.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 32.35% | 24.03%+8.3pp | 24.27%+8.1pp | 217.08%-184.7pp |
| Employer contribution / active EE | $2,812 | $3,442-18.3% | $2,975-5.5% | $4,299-34.6% |
| Participant deferral / active EE | $8,837 | $5,716+54.6% | $5,107+73.0% | $6,507+35.8% |
| Admin fee / account holder | $2,502 | $15,736-84.1% | $12,068-79.3% | $12,624-80.2% |