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 5-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 | $19,005 | $80,717-76.5% | $154,803-87.7% | $84,808-77.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 15.55% | 37.96%-22.4pp | 58.88%-43.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,025 | $2,761-62.9% | $4,305-76.2% | $2,631-61.0% |
| Participant deferral / active EE | $5,620 | $3,303+70.1% | $5,540+1.4% | $4,212+33.4% |
| Admin fee / account holder | $2,832 | $6,746-58.0% | $14,329-80.2% | $7,344-61.4% |