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 4-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 | $44,081 | $179,726-75.5% | $156,263-71.8% | $142,382-69.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 10.44% | 77.86%-67.4pp | 59.47%-49.0pp | 217.08%-206.6pp |
| Employer contribution / active EE | $5,301 | $5,069+4.6% | $4,333+22.3% | $4,299+23.3% |
| Participant deferral / active EE | $6,015 | $6,956-13.5% | $6,158-2.3% | $6,507-7.6% |
| Admin fee / account holder | $10,626 | $17,272-38.5% | $14,255-25.5% | $12,624-15.8% |