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 3-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 | $27,441 | $159,602-82.8% | $150,045-81.7% | $142,382-80.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 26.48% | 70.24%-43.8pp | 62.55%-36.1pp | 217.08%-190.6pp |
| Employer contribution / active EE | $2,811 | $4,961-43.3% | $4,693-40.1% | $4,299-34.6% |
| Participant deferral / active EE | $8,604 | $8,310+3.5% | $7,997+7.6% | $6,507+32.2% |
| Admin fee / account holder | $1,141 | $14,846-92.3% | $13,435-91.5% | $12,624-91.0% |