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 6-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 | $24,372 | $108,912-77.6% | $100,383-75.7% | $145,959-83.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.65% | 57.96%-43.3pp | 49.26%-34.6pp | 561.95%-547.3pp |
| Employer contribution / active EE | $1,883 | $4,423-57.4% | $3,944-52.3% | $4,661-59.6% |
| Participant deferral / active EE | $6,244 | $8,451-26.1% | $8,086-22.8% | $6,689-6.6% |
| Admin fee / account holder | $859 | $9,690-91.1% | $7,900-89.1% | $13,398-93.6% |