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 | $30,387 | $159,602-81.0% | $150,045-79.7% | $142,382-78.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.37% | 70.24%-54.9pp | 62.55%-47.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $6,997 | $4,961+41.0% | $4,693+49.1% | $4,299+62.7% |
| Participant deferral / active EE | $12,398 | $8,310+49.2% | $7,997+55.0% | $6,507+90.5% |
| Admin fee / account holder | $12,989 | $14,846-12.5% | $13,435-3.3% | $12,624+2.9% |