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 | $23,882 | $154,228-84.5% | $145,433-83.6% | $137,256-82.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.90% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $7,413 | $4,804+54.3% | $4,554+62.8% | $4,156+78.4% |
| Participant deferral / active EE | $7,413 | $8,216-9.8% | $7,897-6.1% | $6,407+15.7% |
| Admin fee / account holder | $4,627 | $14,344-67.7% | $13,129-64.8% | $12,270-62.3% |