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 | $46,885 | $106,515-56.0% | $96,683-51.5% | $139,434-66.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.62% | 38.43%-21.8pp | 35.69%-19.1pp | 372.94%-356.3pp |
| Employer contribution / active EE | $4,194 | $4,103+2.2% | $3,737+12.2% | $4,751-11.7% |
| Participant deferral / active EE | $11,313 | $5,454+107.4% | $4,878+131.9% | $6,710+68.6% |
| Admin fee / account holder | $1,679 | $7,877-78.7% | $6,730-75.1% | $11,403-85.3% |