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 | $31,194 | $159,602-80.5% | $150,045-79.2% | $142,382-78.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.28% | 70.24%-55.0pp | 62.55%-47.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $3,114 | $4,961-37.2% | $4,693-33.6% | $4,299-27.6% |
| Participant deferral / active EE | $5,251 | $8,310-36.8% | $7,997-34.3% | $6,507-19.3% |
| Admin fee / account holder | $1,657 | $14,846-88.8% | $13,435-87.7% | $12,624-86.9% |