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 | $43,320 | $73,933-41.4% | $96,683-55.2% | $75,163-42.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 16.69% | 26.70%-10.0pp | 35.69%-19.0pp | 160.62%-143.9pp |
| Employer contribution / active EE | $2,376 | $2,928-18.8% | $3,737-36.4% | $2,670-11.0% |
| Participant deferral / active EE | $3,973 | $3,659+8.6% | $4,878-18.6% | $4,125-3.7% |
| Admin fee / account holder | $2,657 | $5,216-49.1% | $6,730-60.5% | $5,651-53.0% |