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 | $28,615 | $159,602-82.1% | $150,045-80.9% | $142,382-79.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.43% | 70.24%-49.8pp | 62.55%-42.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $5,479 | $4,961+10.4% | $4,693+16.7% | $4,299+27.4% |
| Participant deferral / active EE | $23,161 | $8,310+178.7% | $7,997+189.6% | $6,507+255.9% |
| Admin fee / account holder | $9,238 | $14,846-37.8% | $13,435-31.2% | $12,624-26.8% |