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 | $52,112 | $114,381-54.4% | $107,525-51.5% | $142,382-63.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.42% | 242.71%-227.3pp | 181.32%-165.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $3,188 | $4,015-20.6% | $3,754-15.1% | $4,299-25.8% |
| Participant deferral / active EE | $4,975 | $5,564-10.6% | $5,116-2.7% | $6,507-23.5% |
| Admin fee / account holder | $2,565 | $9,860-74.0% | $8,919-71.2% | $12,624-79.7% |