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 | $6,066 | $95,266-93.6% | $82,389-92.6% | $142,382-95.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 21.54% | 25.74%-4.2pp | 28.67%-7.1pp | 217.08%-195.5pp |
| Employer contribution / active EE | $907 | $2,991-69.7% | $2,517-64.0% | $4,299-78.9% |
| Participant deferral / active EE | $1,450 | $4,809-69.8% | $4,155-65.1% | $6,507-77.7% |
| Admin fee / account holder | $2,533 | $8,563-70.4% | $7,231-65.0% | $12,624-79.9% |