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 | $29,746 | $177,572-83.2% | $154,803-80.8% | $142,382-79.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.08% | 65.07%-43.0pp | 58.88%-36.8pp | 217.08%-195.0pp |
| Employer contribution / active EE | $2,761 | $4,810-42.6% | $4,305-35.9% | $4,299-35.8% |
| Participant deferral / active EE | $5,471 | $6,272-12.8% | $5,540-1.3% | $6,507-15.9% |
| Admin fee / account holder | $1,562 | $16,786-90.7% | $14,329-89.1% | $12,624-87.6% |