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 | $45,624 | $106,584-57.2% | $101,326-55.0% | $142,382-68.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 21.24% | 36.93%-15.7pp | 36.82%-15.6pp | 217.08%-195.8pp |
| Employer contribution / active EE | $3,417 | $3,956-13.6% | $3,665-6.8% | $4,299-20.5% |
| Participant deferral / active EE | $6,634 | $8,297-20.0% | $7,994-17.0% | $6,507+1.9% |
| Admin fee / account holder | $3,417 | $11,446-70.1% | $11,185-69.5% | $12,624-72.9% |