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 | $18,293 | $154,228-88.1% | $145,433-87.4% | $137,256-86.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.16% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,631 | $4,804-45.2% | $4,554-42.2% | $4,156-36.7% |
| Participant deferral / active EE | $3,510 | $8,216-57.3% | $7,897-55.6% | $6,407-45.2% |
| Admin fee / account holder | $4,188 | $14,344-70.8% | $13,129-68.1% | $12,270-65.9% |