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 | $23,332 | $165,984-85.9% | $164,813-85.8% | $145,922-84.0% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 14.22% | 100.03%-85.8pp | 69.93%-55.7pp | 561.29%-547.1pp |
| Employer contribution / active EE | $2,062 | $5,273-60.9% | $4,341-52.5% | $4,660-55.8% |
| Participant deferral / active EE | $11,449 | $6,959+64.5% | $6,031+89.8% | $6,688+71.2% |
| Admin fee / account holder | $734 | $16,648-95.6% | $12,690-94.2% | $13,397-94.5% |