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 4-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 | $22,843 | $159,602-85.7% | $150,045-84.8% | $142,382-84.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.49% | 70.24%-53.7pp | 62.55%-46.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,276 | $4,961-54.1% | $4,693-51.5% | $4,299-47.1% |
| Participant deferral / active EE | $3,758 | $8,310-54.8% | $7,997-53.0% | $6,507-42.2% |
| Admin fee / account holder | $372 | $14,846-97.5% | $13,435-97.2% | $12,624-97.0% |