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 10-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 | $14,662 | $74,888-80.4% | $71,209-79.4% | $142,382-89.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 22.12% | 345.14%-323.0pp | 282.51%-260.4pp | 217.08%-195.0pp |
| Employer contribution / active EE | $2,877 | $2,854+0.8% | $2,721+5.7% | $4,299-33.1% |
| Participant deferral / active EE | $4,089 | $4,454-8.2% | $4,175-2.1% | $6,507-37.2% |
| Admin fee / account holder | $2,158 | $5,568-61.3% | $5,349-59.7% | $12,624-82.9% |