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 | $20,182 | $106,584-81.1% | $101,326-80.1% | $142,382-85.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 37.38% | 36.93%+0.5pp | 36.82%+0.6pp | 217.08%-179.7pp |
| Employer contribution / active EE | $4,832 | $3,956+22.1% | $3,665+31.8% | $4,299+12.4% |
| Participant deferral / active EE | $5,926 | $8,297-28.6% | $7,994-25.9% | $6,507-8.9% |
| Admin fee / account holder | $1,344 | $11,446-88.3% | $11,185-88.0% | $12,624-89.4% |