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 7-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 | $27,628 | $159,602-82.7% | $150,045-81.6% | $142,382-80.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.37% | 70.24%-54.9pp | 62.55%-47.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,701 | $4,961-45.6% | $4,693-42.4% | $4,299-37.2% |
| Participant deferral / active EE | $5,851 | $8,310-29.6% | $7,997-26.8% | $6,507-10.1% |
| Admin fee / account holder | $12,589 | $14,846-15.2% | $13,435-6.3% | $12,624-0.3% |