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 | $25,714 | $154,228-83.3% | $145,433-82.3% | $137,256-81.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.26% | 74.59%-58.3pp | 66.58%-50.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $4,086 | $4,804-14.9% | $4,554-10.3% | $4,156-1.7% |
| Participant deferral / active EE | $6,165 | $8,216-25.0% | $7,897-21.9% | $6,407-3.8% |
| Admin fee / account holder | $1,532 | $14,344-89.3% | $13,129-88.3% | $12,270-87.5% |