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 | $27,685 | $172,111-83.9% | $150,298-81.6% | $137,256-79.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.07% | 69.37%-55.3pp | 62.79%-48.7pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,763 | $4,636-40.4% | $4,154-33.5% | $4,156-33.5% |
| Participant deferral / active EE | $6,061 | $6,166-1.7% | $5,453+11.2% | $6,407-5.4% |
| Admin fee / account holder | $16,173 | $16,471-1.8% | $14,116+14.6% | $12,270+31.8% |