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 3-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 | $44,743 | $165,984-73.0% | $164,813-72.9% | $145,922-69.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 27.20% | 100.03%-72.8pp | 69.93%-42.7pp | 561.29%-534.1pp |
| Employer contribution / active EE | $1,483 | $5,273-71.9% | $4,341-65.8% | $4,660-68.2% |
| Participant deferral / active EE | $10,197 | $6,959+46.5% | $6,031+69.1% | $6,688+52.5% |
| Admin fee / account holder | $831 | $16,648-95.0% | $12,690-93.5% | $13,397-93.8% |