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 | $26,732 | $100,773-73.5% | $88,946-69.9% | $142,382-81.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 15.73% | 70.18%-54.5pp | 57.82%-42.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $4,247 | $2,918+45.5% | $2,555+66.2% | $4,299-1.2% |
| Participant deferral / active EE | $4,247 | $5,230-18.8% | $4,581-7.3% | $6,507-34.7% |
| Admin fee / account holder | $1,846 | $9,693-81.0% | $8,261-77.7% | $12,624-85.4% |