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 | $59,372 | $127,065-53.3% | $113,168-47.5% | $142,382-58.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.36% | 24.03%-8.7pp | 24.27%-8.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $4,375 | $3,442+27.1% | $2,975+47.0% | $4,299+1.8% |
| Participant deferral / active EE | $8,918 | $5,716+56.0% | $5,107+74.6% | $6,507+37.1% |
| Admin fee / account holder | $9,590 | $15,736-39.1% | $12,068-20.5% | $12,624-24.0% |