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 | $42,029 | $106,584-60.6% | $101,326-58.5% | $142,382-70.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 22.62% | 36.93%-14.3pp | 36.82%-14.2pp | 217.08%-194.5pp |
| Employer contribution / active EE | $4,039 | $3,956+2.1% | $3,665+10.2% | $4,299-6.1% |
| Participant deferral / active EE | $9,964 | $8,297+20.1% | $7,994+24.6% | $6,507+53.1% |
| Admin fee / account holder | $4,059 | $11,446-64.5% | $11,185-63.7% | $12,624-67.8% |