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 3-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 | $23,101 | $114,381-79.8% | $107,525-78.5% | $142,382-83.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.63% | 242.71%-224.1pp | 181.32%-162.7pp | 217.08%-198.4pp |
| Employer contribution / active EE | $5,206 | $4,015+29.7% | $3,754+38.7% | $4,299+21.1% |
| Participant deferral / active EE | $5,589 | $5,564+0.5% | $5,116+9.3% | $6,507-14.1% |
| Admin fee / account holder | $2,174 | $9,860-78.0% | $8,919-75.6% | $12,624-82.8% |