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 | $26,132 | $102,245-74.4% | $89,340-70.8% | $137,256-81.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.68% | 21.89%-6.2pp | 20.57%-4.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $3,177 | $2,529+25.6% | $2,231+42.4% | $4,156-23.6% |
| Participant deferral / active EE | $8,376 | $4,436+88.8% | $3,823+119.1% | $6,407+30.7% |
| Admin fee / account holder | $12,509 | $8,085+54.7% | $6,704+86.6% | $12,270+1.9% |