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 | $22,426 | $114,381-80.4% | $107,525-79.1% | $142,382-84.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.23% | 242.71%-222.5pp | 181.32%-161.1pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,334 | $4,015-41.9% | $3,754-37.8% | $4,299-45.7% |
| Participant deferral / active EE | $5,613 | $5,564+0.9% | $5,116+9.7% | $6,507-13.7% |
| Admin fee / account holder | $1,332 | $9,860-86.5% | $8,919-85.1% | $12,624-89.4% |