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 | $32,245 | $100,970-68.1% | $96,576-66.6% | $137,256-76.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.87% | 38.16%-17.3pp | 38.47%-17.6pp | 220.34%-199.5pp |
| Employer contribution / active EE | $2,925 | $3,809-23.2% | $3,553-17.7% | $4,156-29.6% |
| Participant deferral / active EE | $7,386 | $8,286-10.9% | $7,956-7.2% | $6,407+15.3% |
| Admin fee / account holder | $1,193 | $11,312-89.5% | $11,381-89.5% | $12,270-90.3% |