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 | $18,428 | $159,602-88.5% | $150,045-87.7% | $142,382-87.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.12% | 70.24%-51.1pp | 62.55%-43.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $3,019 | $4,961-39.1% | $4,693-35.7% | $4,299-29.8% |
| Participant deferral / active EE | $6,241 | $8,310-24.9% | $7,997-22.0% | $6,507-4.1% |
| Admin fee / account holder | $8,232 | $14,846-44.6% | $13,435-38.7% | $12,624-34.8% |