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 4-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 | $45,396 | $106,584-57.4% | $101,326-55.2% | $142,382-68.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 23.03% | 36.93%-13.9pp | 36.82%-13.8pp | 217.08%-194.0pp |
| Employer contribution / active EE | $2,267 | $3,956-42.7% | $3,665-38.2% | $4,299-47.3% |
| Participant deferral / active EE | $7,282 | $8,297-12.2% | $7,994-8.9% | $6,507+11.9% |
| Admin fee / account holder | $2,694 | $11,446-76.5% | $11,185-75.9% | $12,624-78.7% |