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 | $22,402 | $177,572-87.4% | $154,803-85.5% | $142,382-84.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.78% | 65.07%-44.3pp | 58.88%-38.1pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,576 | $4,810-67.2% | $4,305-63.4% | $4,299-63.3% |
| Participant deferral / active EE | $4,952 | $6,272-21.0% | $5,540-10.6% | $6,507-23.9% |
| Admin fee / account holder | $1,217 | $16,786-92.8% | $14,329-91.5% | $12,624-90.4% |